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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 | $58,885 | $70,475-16.4% | $100,530-41.4% | $79,858-26.3% |
| Participation rate | 23.1% | 73.7%-50.6pp | 79.4%-56.3pp | 69.6%-46.6pp |
| Annual return | 10.35% | 21.90%-11.5pp | 30.89%-20.5pp | 31.72%-21.4pp |
| Employer contribution / active EE | $338 | $2,165-84.4% | $3,418-90.1% | $2,471-86.3% |
| Participant deferral / active EE | $1,790 | $5,181-65.5% | $6,271-71.5% | $3,740-52.1% |
| Admin fee / account holder | $3,706 | $4,478-17.2% | $8,083-54.1% | $5,306-30.1% |