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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 | $44,570 | $106,749-58.2% | $145,433-69.4% | $82,448-45.9% |
| Participation rate | 27.0% | 75.6%-48.6pp | 82.1%-55.1pp | 68.1%-41.0pp |
| Annual return | 12.11% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $771 | $3,444-77.6% | $4,554-83.1% | $2,551-69.8% |
| Participant deferral / active EE | $1,738 | $6,519-73.3% | $7,897-78.0% | $4,139-58.0% |
| Admin fee / account holder | $555 | $8,390-93.4% | $13,129-95.8% | $7,234-92.3% |