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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 | $80,416 | $81,487-1.3% | $102,412-21.5% | $80,935-0.6% |
| Participation rate | 39.8% | 66.8%-27.1pp | 74.5%-34.7pp | 67.7%-27.9pp |
| Annual return | 10.09% | 25.60%-15.5pp | 24.94%-14.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $7,154 | $3,103+130.5% | $3,870+84.9% | $2,757+159.5% |
| Participant deferral / active EE | $231 | $3,871-94.0% | $5,060-95.4% | $4,299-94.6% |
| Admin fee / account holder | $14,446 | $6,717+115.0% | $8,388+72.2% | $6,924+108.6% |