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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 | $65,488 | $95,453-31.4% | $112,040-41.5% | $82,448-20.6% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 8.33% | 23.92%-15.6pp | 24.52%-16.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $766 | $2,318-66.9% | $2,954-74.1% | $2,551-70.0% |
| Participant deferral / active EE | $1,719 | $4,224-59.3% | $5,098-66.3% | $4,139-58.5% |
| Admin fee / account holder | $5,348 | $9,013-40.7% | $12,098-55.8% | $7,234-26.1% |