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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 | $59,237 | $95,453-37.9% | $112,040-47.1% | $82,448-28.2% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 10.85% | 23.92%-13.1pp | 24.52%-13.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $897 | $2,318-61.3% | $2,954-69.6% | $2,551-64.8% |
| Participant deferral / active EE | $1,806 | $4,224-57.2% | $5,098-64.6% | $4,139-56.4% |
| Admin fee / account holder | $2,039 | $9,013-77.4% | $12,098-83.1% | $7,234-71.8% |