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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 | $57,142 | $86,949-34.3% | $102,460-44.2% | $80,959-29.4% |
| Participation rate | 43.6% | 72.4%-28.7pp | 76.5%-32.9pp | 67.7%-24.0pp |
| Annual return | 9.85% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $929 | $2,370-60.8% | $3,025-69.3% | $2,757-66.3% |
| Participant deferral / active EE | $1,529 | $4,121-62.9% | $5,056-69.8% | $4,300-64.4% |
| Admin fee / account holder | $7,102 | $8,048-11.7% | $9,460-24.9% | $6,925+2.6% |