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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 | $30,686 | $96,052-68.1% | $118,106-74.0% | $87,485-64.9% |
| Participation rate | 62.3% | 77.0%-14.7pp | 81.9%-19.5pp | 68.9%-6.6pp |
| Annual return | 2.75% | 24.16%-21.4pp | 19.44%-16.7pp | 26.06%-23.3pp |
| Employer contribution / active EE | $1,332 | $3,939-66.2% | $4,698-71.7% | $2,596-48.7% |
| Participant deferral / active EE | $1,962 | $5,793-66.1% | $6,619-70.3% | $4,274-54.1% |
| Admin fee / account holder | $14,873 | $7,618+95.2% | $8,973+65.8% | $7,775+91.3% |