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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 | $54,406 | $87,465-37.8% | $122,979-55.8% | $65,306-16.7% |
| Participation rate | 41.4% | 66.0%-24.6pp | 77.2%-35.8pp | 57.7%-16.3pp |
| Annual return | 10.01% | 19.76%-9.7pp | 20.12%-10.1pp | 21.94%-11.9pp |
| Employer contribution / active EE | $559 | $2,156-74.1% | $3,062-81.8% | $1,967-71.6% |
| Participant deferral / active EE | $1,521 | $3,705-58.9% | $5,003-69.6% | $2,959-48.6% |
| Admin fee / account holder | $1,918 | $5,100-62.4% | $12,864-85.1% | $3,480-44.9% |