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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 | $45,618 | $106,864-57.3% | $147,318-69.0% | $82,637-44.8% |
| Participation rate | 55.3% | 75.5%-20.2pp | 82.1%-26.8pp | 68.1%-12.8pp |
| Annual return | 10.39% | 27.49%-17.1pp | 70.43%-60.0pp | 53.51%-43.1pp |
| Employer contribution / active EE | $802 | $3,417-76.5% | $4,593-82.5% | $2,552-68.6% |
| Participant deferral / active EE | $1,562 | $6,496-76.0% | $7,906-80.2% | $4,126-62.2% |
| Admin fee / account holder | $7,134 | $8,415-15.2% | $13,708-48.0% | $7,339-2.8% |