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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 | $47,320 | $76,371-38.0% | $93,621-49.5% | $72,976-35.2% |
| Participation rate | 47.1% | 71.8%-24.7pp | 75.8%-28.8pp | 69.5%-22.4pp |
| Annual return | 14.91% | 25.82%-10.9pp | 32.76%-17.9pp | 81.02%-66.1pp |
| Employer contribution / active EE | $840 | $2,276-63.1% | $2,719-69.1% | $2,440-65.6% |
| Participant deferral / active EE | $1,016 | $3,538-71.3% | $4,070-75.0% | $3,608-71.8% |
| Admin fee / account holder | $1,150 | $6,839-83.2% | $7,890-85.4% | $5,124-77.5% |