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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 | $77,740 | $78,428-0.9% | $95,960-19.0% | $79,852-2.6% |
| Participation rate | 23.7% | 73.5%-49.8pp | 77.1%-53.4pp | 69.6%-46.0pp |
| Annual return | 7.11% | 19.37%-12.3pp | 91.63%-84.5pp | 31.72%-24.6pp |
| Employer contribution / active EE | $569 | $1,945-70.8% | $2,541-77.6% | $2,471-77.0% |
| Participant deferral / active EE | $688 | $3,440-80.0% | $4,167-83.5% | $3,740-81.6% |
| Admin fee / account holder | $2,203 | $5,622-60.8% | $6,797-67.6% | $5,306-58.5% |