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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 | $40,749 | $86,949-53.1% | $102,460-60.2% | $80,959-49.7% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.7%-4.0pp |
| Annual return | 5.73% | 18.89%-13.2pp | 29.47%-23.7pp | 35.67%-29.9pp |
| Employer contribution / active EE | $1,052 | $2,370-55.6% | $3,025-65.2% | $2,757-61.8% |
| Participant deferral / active EE | $1,477 | $4,121-64.2% | $5,056-70.8% | $4,300-65.7% |
| Admin fee / account holder | $3,139 | $8,048-61.0% | $9,460-66.8% | $6,925-54.7% |