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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 | $106,524-22.7% | $152,301-45.9% | $87,485-5.9% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.4%-27.3pp | 68.9%-13.8pp |
| Annual return | 10.67% | 26.89%-16.2pp | 80.50%-69.8pp | 26.06%-15.4pp |
| Employer contribution / active EE | $746 | $3,371-77.9% | $4,624-83.9% | $2,596-71.3% |
| Participant deferral / active EE | $1,252 | $6,525-80.8% | $8,004-84.4% | $4,274-70.7% |
| Admin fee / account holder | $1,499 | $8,287-81.9% | $14,398-89.6% | $7,775-80.7% |