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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 | $64,095 | $81,487-21.3% | $102,412-37.4% | $80,935-20.8% |
| Participation rate | 40.6% | 66.8%-26.2pp | 74.5%-33.9pp | 67.7%-27.0pp |
| Annual return | 9.48% | 25.60%-16.1pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $848 | $3,103-72.7% | $3,870-78.1% | $2,757-69.2% |
| Participant deferral / active EE | $1,045 | $3,871-73.0% | $5,060-79.4% | $4,299-75.7% |
| Admin fee / account holder | $12,773 | $6,717+90.1% | $8,388+52.3% | $6,924+84.5% |