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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 | $56,032 | $81,262-31.0% | $155,602-64.0% | $80,911-30.7% |
| Participation rate | 19.4% | 66.2%-46.8pp | 78.2%-58.8pp | 67.6%-48.2pp |
| Annual return | 8.45% | 33.34%-24.9pp | 64.81%-56.4pp | 35.63%-27.2pp |
| Employer contribution / active EE | $410 | $3,102-86.8% | $4,675-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $453 | $3,451-86.9% | $5,629-92.0% | $4,297-89.5% |
| Admin fee / account holder | $7,109 | $7,992-11.0% | $15,923-55.4% | $6,935+2.5% |