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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 | $66,808 | $62,672+6.6% | $185,117-63.9% | $70,126-4.7% |
| Participation rate | 16.7% | 63.8%-47.1pp | 77.3%-60.6pp | 69.5%-52.9pp |
| Annual return | 12.60% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.5pp |
| Employer contribution / active EE | $275 | $1,753-84.3% | $4,182-93.4% | $2,343-88.3% |
| Participant deferral / active EE | $1,005 | $3,272-69.3% | $5,045-80.1% | $3,332-69.8% |
| Admin fee / account holder | $723 | $3,932-81.6% | $8,159-91.1% | $4,645-84.4% |