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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 | $57,511 | $101,795-43.5% | $165,100-65.2% | $80,959-29.0% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.2pp | 67.7%-22.2pp |
| Annual return | 5.57% | 16.73%-11.2pp | 70.21%-64.6pp | 35.67%-30.1pp |
| Employer contribution / active EE | $1,205 | $2,954-59.2% | $4,348-72.3% | $2,757-56.3% |
| Participant deferral / active EE | $1,947 | $4,476-56.5% | $6,035-67.7% | $4,300-54.7% |
| Admin fee / account holder | $1,631 | $8,221-80.2% | $12,696-87.2% | $6,925-76.4% |