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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 | $47,015 | $70,475-33.3% | $100,530-53.2% | $79,858-41.1% |
| Participation rate | 60.0% | 73.7%-13.7pp | 79.4%-19.4pp | 69.6%-9.6pp |
| Annual return | 10.86% | 21.90%-11.0pp | 30.89%-20.0pp | 31.72%-20.9pp |
| Employer contribution / active EE | $720 | $2,165-66.8% | $3,418-78.9% | $2,471-70.9% |
| Participant deferral / active EE | $1,599 | $5,181-69.1% | $6,271-74.5% | $3,740-57.3% |
| Admin fee / account holder | $5,632 | $4,478+25.7% | $8,083-30.3% | $5,306+6.1% |