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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 | $99,875-54.3% | $146,866-68.9% | $86,983-47.6% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.5%-27.2pp | 69.5%-14.3pp |
| Annual return | 10.39% | 28.10%-17.7pp | 102.85%-92.5pp | 25.83%-15.4pp |
| Employer contribution / active EE | $802 | $3,224-75.1% | $4,425-81.9% | $2,584-69.0% |
| Participant deferral / active EE | $1,562 | $6,322-75.3% | $7,759-79.9% | $4,194-62.8% |
| Admin fee / account holder | $7,134 | $7,838-9.0% | $13,620-47.6% | $7,856-9.2% |