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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 | $61,103 | $138,312-55.8% | $122,979-50.3% | $155,188-60.6% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 80.8%-25.2pp |
| Annual return | 5.97% | 22.06%-16.1pp | 20.12%-14.1pp | 148.84%-142.9pp |
| Employer contribution / active EE | $883 | $3,530-75.0% | $3,062-71.2% | $4,248-79.2% |
| Participant deferral / active EE | $1,321 | $5,592-76.4% | $5,003-73.6% | $6,531-79.8% |
| Admin fee / account holder | $1,520 | $15,089-89.9% | $12,864-88.2% | $14,480-89.5% |