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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 | $63,123 | $76,371-17.3% | $93,621-32.6% | $72,976-13.5% |
| Participation rate | 27.5% | 71.8%-44.3pp | 75.8%-48.4pp | 69.5%-42.0pp |
| Annual return | 3.81% | 25.82%-22.0pp | 32.76%-29.0pp | 81.02%-77.2pp |
| Employer contribution / active EE | $721 | $2,276-68.3% | $2,719-73.5% | $2,440-70.5% |
| Participant deferral / active EE | $1,006 | $3,538-71.6% | $4,070-75.3% | $3,608-72.1% |
| Admin fee / account holder | $13,622 | $6,839+99.2% | $7,890+72.6% | $5,124+165.8% |