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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 | $74,502 | $93,617-20.4% | $135,982-45.2% | $75,177-0.9% |
| Participation rate | 40.5% | 75.2%-34.7pp | 81.9%-41.4pp | 67.2%-26.7pp |
| Annual return | 13.61% | 30.89%-17.3pp | 68.32%-54.7pp | 160.75%-147.1pp |
| Employer contribution / active EE | $4,079 | $3,538+15.3% | $4,859-16.0% | $2,671+52.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $871 | $6,980-87.5% | $10,767-91.9% | $5,651-84.6% |