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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 | $60,448 | $76,551-21.0% | $123,894-51.2% | $62,881-3.9% |
| Participation rate | 66.1% | 73.0%-6.9pp | 81.4%-15.3pp | 69.3%-3.2pp |
| Annual return | 5.42% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,829 | $2,882-36.6% | $4,617-60.4% | $2,281-19.8% |
| Participant deferral / active EE | $1,670 | $4,840-65.5% | $5,984-72.1% | $3,203-47.9% |
| Admin fee / account holder | $4,215 | $4,826-12.7% | $8,357-49.6% | $4,296-1.9% |