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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 | $52,929 | $81,457-35.0% | $103,378-48.8% | $80,911-34.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 9.25% | 25.58%-16.3pp | 24.91%-15.7pp | 35.63%-26.4pp |
| Employer contribution / active EE | $865 | $3,107-72.2% | $3,870-77.7% | $2,756-68.6% |
| Participant deferral / active EE | $1,479 | $3,871-61.8% | $5,058-70.8% | $4,297-65.6% |
| Admin fee / account holder | $4,587 | $6,717-31.7% | $8,401-45.4% | $6,935-33.9% |