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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 | $50,450 | $86,940-42.0% | $102,434-50.7% | $80,935-37.7% |
| Participation rate | 31.0% | 72.4%-41.4pp | 76.5%-45.5pp | 67.7%-36.6pp |
| Annual return | 5.24% | 18.89%-13.7pp | 29.46%-24.2pp | 35.66%-30.4pp |
| Employer contribution / active EE | $871 | $2,370-63.2% | $3,023-71.2% | $2,757-68.4% |
| Participant deferral / active EE | $1,574 | $4,121-61.8% | $5,055-68.9% | $4,299-63.4% |
| Admin fee / account holder | $12,983 | $8,047+61.3% | $9,462+37.2% | $6,924+87.5% |