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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 | $48,712 | $68,880-29.3% | $120,580-59.6% | $80,959-39.8% |
| Participation rate | 13.8% | 61.7%-47.9pp | 72.0%-58.2pp | 67.7%-53.9pp |
| Annual return | 6.87% | 23.68%-16.8pp | 107.48%-100.6pp | 35.67%-28.8pp |
| Employer contribution / active EE | $648 | $2,066-68.7% | $3,469-81.3% | $2,757-76.5% |
| Participant deferral / active EE | $1,114 | $3,191-65.1% | $4,995-77.7% | $4,300-74.1% |
| Admin fee / account holder | $5,623 | $5,785-2.8% | $9,418-40.3% | $6,925-18.8% |