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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 | $86,919-34.3% | $102,457-44.2% | $80,911-29.4% |
| Participation rate | 43.6% | 72.4%-28.7pp | 76.5%-32.9pp | 67.6%-24.0pp |
| Annual return | 9.85% | 18.90%-9.0pp | 29.41%-19.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $929 | $2,368-60.8% | $3,022-69.2% | $2,756-66.3% |
| Participant deferral / active EE | $1,529 | $4,119-62.9% | $5,054-69.7% | $4,297-64.4% |
| Admin fee / account holder | $7,102 | $8,049-11.8% | $9,451-24.9% | $6,935+2.4% |