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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 | $45,583 | $73,988-38.4% | $96,538-52.8% | $75,177-39.4% |
| Participation rate | 63.0% | 66.4%-3.5pp | 74.3%-11.4pp | 67.2%-4.2pp |
| Annual return | 9.48% | 26.73%-17.2pp | 35.74%-26.3pp | 160.75%-151.3pp |
| Employer contribution / active EE | $972 | $2,930-66.8% | $3,740-74.0% | $2,671-63.6% |
| Participant deferral / active EE | $1,329 | $3,660-63.7% | $4,880-72.8% | $4,126-67.8% |
| Admin fee / account holder | $4,064 | $5,220-22.1% | $6,737-39.7% | $5,651-28.1% |