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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 | $71,355 | $78,520-9.1% | $96,576-26.1% | $82,448-13.5% |
| Participation rate | 42.3% | 77.7%-35.5pp | 81.4%-39.2pp | 68.1%-25.8pp |
| Annual return | 14.41% | 41.30%-26.9pp | 38.47%-24.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $726 | $2,630-72.4% | $3,553-79.6% | $2,551-71.6% |
| Participant deferral / active EE | $981 | $6,754-85.5% | $7,956-87.7% | $4,139-76.3% |
| Admin fee / account holder | $8,066 | $13,455-40.1% | $11,381-29.1% | $7,234+11.5% |