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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 | $71,304 | $86,919-18.0% | $102,457-30.4% | $80,911-11.9% |
| Participation rate | 43.3% | 72.4%-29.0pp | 76.5%-33.2pp | 67.6%-24.3pp |
| Annual return | 7.56% | 18.90%-11.3pp | 29.41%-21.8pp | 35.63%-28.1pp |
| Employer contribution / active EE | $1,152 | $2,368-51.4% | $3,022-61.9% | $2,756-58.2% |
| Participant deferral / active EE | $1,800 | $4,119-56.3% | $5,054-64.4% | $4,297-58.1% |
| Admin fee / account holder | $618 | $8,049-92.3% | $9,451-93.5% | $6,935-91.1% |