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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 | $60,711 | $80,855-24.9% | $153,416-60.4% | $86,983-30.2% |
| Participation rate | 17.9% | 64.1%-46.3pp | 74.3%-56.5pp | 69.5%-51.7pp |
| Annual return | 9.57% | 16.18%-6.6pp | 17.84%-8.3pp | 25.83%-16.3pp |
| Employer contribution / active EE | $573 | $2,308-75.2% | $3,764-84.8% | $2,584-77.8% |
| Participant deferral / active EE | $666 | $3,333-80.0% | $4,723-85.9% | $4,194-84.1% |
| Admin fee / account holder | $3,871 | $6,908-44.0% | $13,095-70.4% | $7,856-50.7% |