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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 | $97,550-33.7% | $120,344-46.3% | $87,485-26.1% |
| Participation rate | 36.7% | 72.8%-36.2pp | 76.7%-40.0pp | 68.9%-32.3pp |
| Annual return | 9.22% | 18.41%-9.2pp | 20.30%-11.1pp | 26.06%-16.8pp |
| Employer contribution / active EE | $845 | $2,291-63.1% | $3,020-72.0% | $2,596-67.5% |
| Participant deferral / active EE | $1,659 | $4,230-60.8% | $5,135-67.7% | $4,274-61.2% |
| Admin fee / account holder | $17,018 | $9,543+78.3% | $12,742+33.6% | $7,775+118.9% |