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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 | $55,416 | $76,551-27.6% | $123,894-55.3% | $62,881-11.9% |
| Participation rate | 42.3% | 73.0%-30.7pp | 81.4%-39.1pp | 69.3%-27.0pp |
| Annual return | 3.66% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $510 | $2,882-82.3% | $4,617-89.0% | $2,281-77.6% |
| Participant deferral / active EE | $1,413 | $4,840-70.8% | $5,984-76.4% | $3,203-55.9% |
| Admin fee / account holder | $1,029 | $4,826-78.7% | $8,357-87.7% | $4,296-76.1% |