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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 | $106,864-38.1% | $147,318-55.1% | $82,637-20.0% |
| Participation rate | 23.7% | 75.5%-51.8pp | 82.1%-58.3pp | 68.1%-44.3pp |
| Annual return | 12.22% | 27.49%-15.3pp | 70.43%-58.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $938 | $3,417-72.5% | $4,593-79.6% | $2,552-63.2% |
| Participant deferral / active EE | $1,484 | $6,496-77.2% | $7,906-81.2% | $4,126-64.0% |
| Admin fee / account holder | $421 | $8,415-95.0% | $13,708-96.9% | $7,339-94.3% |