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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 | $53,030 | $87,132-39.1% | $105,624-49.8% | $80,959-34.5% |
| Participation rate | 25.0% | 70.4%-45.4pp | 75.3%-50.3pp | 67.7%-42.7pp |
| Annual return | 4.76% | 17.03%-12.3pp | 116.20%-111.4pp | 35.67%-30.9pp |
| Employer contribution / active EE | $914 | $2,397-61.9% | $3,168-71.2% | $2,757-66.9% |
| Participant deferral / active EE | $1,286 | $3,985-67.7% | $5,013-74.3% | $4,300-70.1% |
| Admin fee / account holder | $2,110 | $8,449-75.0% | $10,961-80.7% | $6,925-69.5% |