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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 | $64,353 | $65,246-1.4% | $98,716-34.8% | $67,986-5.3% |
| Participation rate | 35.3% | 51.4%-16.1pp | 69.3%-34.0pp | 57.2%-21.9pp |
| Annual return | 10.95% | 20.58%-9.6pp | 31.81%-20.9pp | 31.67%-20.7pp |
| Employer contribution / active EE | $595 | $1,042-42.9% | $2,279-73.9% | $2,019-70.5% |
| Participant deferral / active EE | $1,009 | $2,594-61.1% | $4,048-75.1% | $3,358-69.9% |
| Admin fee / account holder | $4,458 | $4,561-2.3% | $8,703-48.8% | $3,203+39.2% |