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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 | $50,950 | $70,418-27.6% | $96,570-47.2% | $85,847-40.6% |
| Participation rate | 44.9% | 61.8%-16.9pp | 69.8%-24.9pp | 69.3%-24.4pp |
| Annual return | 9.36% | 18.59%-9.2pp | 37.79%-28.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $876 | $1,413-38.0% | $2,357-62.8% | $2,565-65.8% |
| Participant deferral / active EE | $1,071 | $2,894-63.0% | $3,849-72.2% | $3,952-72.9% |
| Admin fee / account holder | $3,397 | $4,995-32.0% | $6,182-45.0% | $6,261-45.7% |