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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 | $68,717 | $71,197-3.5% | $93,669-26.6% | $80,925-15.1% |
| Participation rate | 45.9% | 60.4%-14.4pp | 68.7%-22.8pp | 67.7%-21.7pp |
| Annual return | 9.97% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.7pp |
| Employer contribution / active EE | $723 | $1,565-53.8% | $2,424-70.2% | $2,756-73.8% |
| Participant deferral / active EE | $1,125 | $4,036-72.1% | $4,416-74.5% | $4,299-73.8% |
| Admin fee / account holder | $4,841 | $6,959-30.4% | $8,291-41.6% | $6,940-30.2% |