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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 | $48,299 | $81,276-40.6% | $155,574-69.0% | $80,925-40.3% |
| Participation rate | 11.3% | 66.2%-55.0pp | 78.2%-66.9pp | 67.7%-56.4pp |
| Annual return | 10.60% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $397 | $3,103-87.2% | $4,676-91.5% | $2,756-85.6% |
| Participant deferral / active EE | $587 | $3,453-83.0% | $5,629-89.6% | $4,299-86.3% |
| Admin fee / account holder | $6,275 | $7,993-21.5% | $15,914-60.6% | $6,940-9.6% |