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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 | $64,646 | $95,453-32.3% | $112,040-42.3% | $82,448-21.6% |
| Participation rate | 36.7% | 72.8%-36.1pp | 76.5%-39.8pp | 68.1%-31.4pp |
| Annual return | 9.22% | 23.92%-14.7pp | 24.52%-15.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $845 | $2,318-63.6% | $2,954-71.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,659 | $4,224-60.7% | $5,098-67.4% | $4,139-59.9% |
| Admin fee / account holder | $17,018 | $9,013+88.8% | $12,098+40.7% | $7,234+135.2% |