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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 | $47,035 | $79,867-41.1% | $120,344-60.9% | $64,340-26.9% |
| Participation rate | 26.7% | 63.0%-36.3pp | 76.7%-50.0pp | 55.2%-28.5pp |
| Annual return | 10.75% | 21.10%-10.4pp | 20.30%-9.6pp | 24.14%-13.4pp |
| Employer contribution / active EE | $761 | $1,925-60.5% | $3,020-74.8% | $1,862-59.1% |
| Participant deferral / active EE | $1,465 | $3,593-59.2% | $5,135-71.5% | $2,980-50.8% |
| Admin fee / account holder | $2,632 | $5,039-47.8% | $12,742-79.3% | $3,703-28.9% |