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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 | $48,883 | $106,749-54.2% | $145,433-66.4% | $82,448-40.7% |
| Participation rate | 24.2% | 75.6%-51.4pp | 82.1%-57.9pp | 68.1%-43.8pp |
| Annual return | 5.79% | 27.59%-21.8pp | 66.58%-60.8pp | 41.64%-35.8pp |
| Employer contribution / active EE | $910 | $3,444-73.6% | $4,554-80.0% | $2,551-64.3% |
| Participant deferral / active EE | $1,705 | $6,519-73.8% | $7,897-78.4% | $4,139-58.8% |
| Admin fee / account holder | $397 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |