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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 | $52,754 | $76,551-31.1% | $123,894-57.4% | $62,881-16.1% |
| Participation rate | 53.5% | 73.0%-19.5pp | 81.4%-27.9pp | 69.3%-15.8pp |
| Annual return | 5.64% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $830 | $2,882-71.2% | $4,617-82.0% | $2,281-63.6% |
| Participant deferral / active EE | $1,011 | $4,840-79.1% | $5,984-83.1% | $3,203-68.4% |
| Admin fee / account holder | $6,125 | $4,826+26.9% | $8,357-26.7% | $4,296+42.6% |