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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 | $53,575 | $54,541-1.8% | $78,778-32.0% | $70,126-23.6% |
| Participation rate | 35.6% | 60.8%-25.2pp | 69.2%-33.6pp | 69.5%-34.0pp |
| Annual return | 7.05% | 21.07%-14.0pp | 35.62%-28.6pp | 73.15%-66.1pp |
| Employer contribution / active EE | $452 | $1,089-58.5% | $1,986-77.2% | $2,343-80.7% |
| Participant deferral / active EE | $779 | $2,210-64.8% | $2,958-73.7% | $3,332-76.6% |
| Admin fee / account holder | $8,663 | $3,709+133.6% | $5,134+68.7% | $4,645+86.5% |