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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 | $71,353-28.5% | $92,805-45.0% | $86,983-41.4% |
| Participation rate | 65.5% | 80.9%-15.4pp | 83.5%-18.0pp | 69.5%-4.0pp |
| Annual return | 12.35% | 44.68%-32.3pp | 31.59%-19.2pp | 25.83%-13.5pp |
| Employer contribution / active EE | $583 | $2,468-76.4% | $3,424-83.0% | $2,584-77.4% |
| Participant deferral / active EE | $3,105 | $6,966-55.4% | $8,448-63.2% | $4,194-26.0% |
| Admin fee / account holder | $6,095 | $6,099-0.1% | $10,911-44.1% | $7,856-22.4% |