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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 | $56,193 | $83,898-33.0% | $133,346-57.9% | $94,015-40.2% |
| Participation rate | 63.3% | 63.4%0pp | 72.8%-9.5pp | 70.8%-7.5pp |
| Annual return | 7.18% | 16.00%-8.8pp | 36.85%-29.7pp | 17.84%-10.7pp |
| Employer contribution / active EE | $551 | $1,821-69.7% | $2,853-80.7% | $2,790-80.2% |
| Participant deferral / active EE | $1,126 | $3,245-65.3% | $4,332-74.0% | $4,249-73.5% |
| Admin fee / account holder | $4,072 | $7,809-47.9% | $14,264-71.5% | $8,951-54.5% |