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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 | $104,098-37.9% | $140,514-54.0% | $94,015-31.2% |
| Participation rate | 36.7% | 73.7%-37.0pp | 77.8%-41.1pp | 70.8%-34.2pp |
| Annual return | 9.22% | 15.14%-5.9pp | 14.36%-5.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $845 | $2,388-64.6% | $3,378-75.0% | $2,790-69.7% |
| Participant deferral / active EE | $1,659 | $4,033-58.9% | $4,919-66.3% | $4,249-61.0% |
| Admin fee / account holder | $17,018 | $10,439+63.0% | $13,697+24.2% | $8,951+90.1% |