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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 | $70,930 | $80,983-12.4% | $96,544-26.5% | $75,177-5.6% |
| Participation rate | 64.4% | 71.8%-7.4pp | 76.0%-11.6pp | 67.2%-2.8pp |
| Annual return | 2.61% | 27.05%-24.4pp | 25.88%-23.3pp | 160.75%-158.1pp |
| Employer contribution / active EE | $1,254 | $2,282-45.0% | $2,966-57.7% | $2,671-53.0% |
| Participant deferral / active EE | $1,747 | $3,929-55.5% | $4,851-64.0% | $4,126-57.7% |
| Admin fee / account holder | $3,908 | $6,717-41.8% | $8,254-52.7% | $5,651-30.9% |