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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 | $82,336 | $107,421-23.4% | $182,262-54.8% | $94,015-12.4% |
| Participation rate | 55.2% | 77.8%-22.6pp | 84.2%-29.0pp | 70.8%-15.6pp |
| Annual return | 10.67% | 21.32%-10.6pp | 140.60%-129.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $746 | $3,448-78.4% | $5,046-85.2% | $2,790-73.3% |
| Participant deferral / active EE | $1,252 | $6,558-80.9% | $8,276-84.9% | $4,249-70.5% |
| Admin fee / account holder | $1,499 | $8,692-82.7% | $16,712-91.0% | $8,951-83.2% |