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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 | $48,118 | $77,472-37.9% | $100,415-52.1% | $80,959-40.6% |
| Participation rate | 31.4% | 76.9%-45.5pp | 81.5%-50.1pp | 67.7%-36.2pp |
| Annual return | 11.46% | 37.26%-25.8pp | 49.47%-38.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $640 | $2,800-77.2% | $3,943-83.8% | $2,757-76.8% |
| Participant deferral / active EE | $1,672 | $6,818-75.5% | $8,091-79.3% | $4,300-61.1% |
| Admin fee / account holder | $1,300 | $5,885-77.9% | $7,906-83.6% | $6,925-81.2% |