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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 | $56,910 | $117,895-51.7% | $102,460-44.5% | $145,897-61.0% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 6.60% | 31.92%-25.3pp | 29.47%-22.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,089 | $3,619-69.9% | $3,025-64.0% | $4,663-76.6% |
| Participant deferral / active EE | $1,445 | $5,736-74.8% | $5,056-71.4% | $6,689-78.4% |
| Admin fee / account holder | $5,104 | $13,353-61.8% | $9,460-46.0% | $13,390-61.9% |