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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 | $42,737 | $76,551-44.2% | $123,894-65.5% | $62,881-32.0% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 5.54% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $794 | $2,882-72.5% | $4,617-82.8% | $2,281-65.2% |
| Participant deferral / active EE | $2,005 | $4,840-58.6% | $5,984-66.5% | $3,203-37.4% |
| Admin fee / account holder | $2,067 | $4,826-57.2% | $8,357-75.3% | $4,296-51.9% |