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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 | $51,003 | $83,061-38.6% | $126,068-59.5% | $94,015-45.7% |
| Participation rate | 65.5% | 81.2%-15.6pp | 84.7%-19.2pp | 70.8%-5.3pp |
| Annual return | 12.35% | 20.41%-8.1pp | 15.01%-2.7pp | 17.84%-5.5pp |
| Employer contribution / active EE | $583 | $2,864-79.6% | $3,968-85.3% | $2,790-79.1% |
| Participant deferral / active EE | $3,105 | $7,042-55.9% | $8,214-62.2% | $4,249-26.9% |
| Admin fee / account holder | $6,095 | $7,208-15.4% | $18,264-66.6% | $8,951-31.9% |