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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 | $50,161 | $73,787-32.0% | $98,716-49.2% | $82,448-39.2% |
| Participation rate | 34.6% | 61.4%-26.8pp | 69.3%-34.7pp | 68.1%-33.5pp |
| Annual return | 10.48% | 18.57%-8.1pp | 31.81%-21.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $471 | $1,511-68.8% | $2,279-79.3% | $2,551-81.5% |
| Participant deferral / active EE | $733 | $3,081-76.2% | $4,048-81.9% | $4,139-82.3% |
| Admin fee / account holder | $537 | $6,500-91.7% | $8,703-93.8% | $7,234-92.6% |