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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 | $42,063 | $106,749-60.6% | $145,433-71.1% | $82,448-49.0% |
| Participation rate | 54.8% | 75.6%-20.9pp | 82.1%-27.4pp | 68.1%-13.3pp |
| Annual return | 9.59% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,024 | $3,444-70.3% | $4,554-77.5% | $2,551-59.9% |
| Participant deferral / active EE | $1,766 | $6,519-72.9% | $7,897-77.6% | $4,139-57.3% |
| Admin fee / account holder | $622 | $8,390-92.6% | $13,129-95.3% | $7,234-91.4% |