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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 | $79,395 | $100,194-20.8% | $122,979-35.4% | $86,983-8.7% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.2%-10.5pp | 69.5%-2.9pp |
| Annual return | 9.17% | 16.47%-7.3pp | 20.12%-10.9pp | 25.83%-16.7pp |
| Employer contribution / active EE | $1,021 | $2,326-56.1% | $3,062-66.7% | $2,584-60.5% |
| Participant deferral / active EE | $1,211 | $4,133-70.7% | $5,003-75.8% | $4,194-71.1% |
| Admin fee / account holder | $6,067 | $10,148-40.2% | $12,864-52.8% | $7,856-22.8% |