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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,114 | $106,749-38.1% | $145,433-54.5% | $82,448-19.8% |
| Participation rate | 23.7% | 75.6%-51.9pp | 82.1%-58.4pp | 68.1%-44.3pp |
| Annual return | 12.22% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $938 | $3,444-72.8% | $4,554-79.4% | $2,551-63.2% |
| Participant deferral / active EE | $1,484 | $6,519-77.2% | $7,897-81.2% | $4,139-64.1% |
| Admin fee / account holder | $421 | $8,390-95.0% | $13,129-96.8% | $7,234-94.2% |