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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 | $64,284 | $76,834-16.3% | $108,359-40.7% | $87,485-26.5% |
| Participation rate | 21.3% | 61.7%-40.5pp | 70.1%-48.8pp | 68.9%-47.7pp |
| Annual return | 10.43% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $594 | $1,556-61.8% | $2,399-75.3% | $2,596-77.1% |
| Participant deferral / active EE | $1,253 | $3,100-59.6% | $4,137-69.7% | $4,274-70.7% |
| Admin fee / account holder | $7,869 | $6,537+20.4% | $9,741-19.2% | $7,775+1.2% |