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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 | $87,465-46.2% | $122,979-61.8% | $65,306-28.0% |
| Participation rate | 26.7% | 66.0%-39.3pp | 77.2%-50.5pp | 57.7%-31.0pp |
| Annual return | 10.75% | 19.76%-9.0pp | 20.12%-9.4pp | 21.94%-11.2pp |
| Employer contribution / active EE | $761 | $2,156-64.7% | $3,062-75.2% | $1,967-61.3% |
| Participant deferral / active EE | $1,465 | $3,705-60.5% | $5,003-70.7% | $2,959-50.5% |
| Admin fee / account holder | $2,632 | $5,100-48.4% | $12,864-79.5% | $3,480-24.4% |