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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 | $53,928 | $70,917-24.0% | $98,916-45.5% | $73,493-26.6% |
| Participation rate | 23.0% | 73.8%-50.8pp | 76.0%-53.0pp | 70.7%-47.7pp |
| Annual return | 10.55% | 34.18%-23.6pp | 196.45%-185.9pp | 28.51%-18.0pp |
| Employer contribution / active EE | $522 | $2,037-74.4% | $2,689-80.6% | $2,270-77.0% |
| Participant deferral / active EE | $1,062 | $3,501-69.7% | $4,245-75.0% | $3,740-71.6% |
| Admin fee / account holder | $1,844 | $535+244.8% | $6,642-72.2% | $513+259.5% |