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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 | $68,791 | $72,486-5.1% | $87,103-21.0% | $72,976-5.7% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.9%-23.7pp | 69.5%-16.3pp |
| Annual return | 15.42% | 24.46%-9.0pp | 28.19%-12.8pp | 81.02%-65.6pp |
| Employer contribution / active EE | $608 | $1,894-67.9% | $2,521-75.9% | $2,440-75.1% |
| Participant deferral / active EE | $1,335 | $3,270-59.2% | $4,049-67.0% | $3,608-63.0% |
| Admin fee / account holder | $2,727 | $5,055-46.0% | $7,491-63.6% | $5,124-46.8% |