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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 | $48,452 | $86,919-44.3% | $102,457-52.7% | $80,911-40.1% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 9.57% | 18.90%-9.3pp | 29.41%-19.8pp | 35.63%-26.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,290 | $4,119-68.7% | $5,054-74.5% | $4,297-70.0% |
| Admin fee / account holder | $1,398 | $8,049-82.6% | $9,451-85.2% | $6,935-79.8% |