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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 | $66,721 | $76,696-13.0% | $96,515-30.9% | $71,511-6.7% |
| Participation rate | 28.3% | 66.6%-38.3pp | 74.3%-46.1pp | 67.9%-39.7pp |
| Annual return | 13.44% | 48.32%-34.9pp | 35.73%-22.3pp | 28.86%-15.4pp |
| Employer contribution / active EE | $898 | $3,032-70.4% | $3,740-76.0% | $2,589-65.3% |
| Participant deferral / active EE | $1,346 | $3,770-64.3% | $4,880-72.4% | $4,291-68.6% |
| Admin fee / account holder | $16,851 | $2,030+730.2% | $6,735+150.2% | $1,588+960.8% |