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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 | $59,787 | $58,523+2.2% | $99,479-39.9% | $72,976-18.1% |
| Participation rate | 23.6% | 64.6%-41.0pp | 73.8%-50.2pp | 69.5%-45.9pp |
| Annual return | 12.49% | 28.51%-16.0pp | 30.72%-18.2pp | 81.02%-68.5pp |
| Employer contribution / active EE | $646 | $1,512-57.3% | $2,540-74.6% | $2,440-73.5% |
| Participant deferral / active EE | $720 | $2,606-72.4% | $3,619-80.1% | $3,608-80.0% |
| Admin fee / account holder | $541 | $4,102-86.8% | $6,253-91.3% | $5,124-89.4% |