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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 | $91,198-41.3% | $178,503-70.0% | $79,856-32.9% |
| Participation rate | 48.0% | 69.2%-21.2pp | 81.9%-33.9pp | 69.6%-21.6pp |
| Annual return | 4.14% | 24.20%-20.1pp | 151.12%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $690 | $3,257-78.8% | $5,011-86.2% | $2,471-72.1% |
| Participant deferral / active EE | $753 | $3,237-76.7% | $5,202-85.5% | $3,741-79.9% |
| Admin fee / account holder | $7,844 | $6,748+16.2% | $13,987-43.9% | $5,306+47.8% |