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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 | $46,180 | $77,358-40.3% | $102,184-54.8% | $87,485-47.2% |
| Participation rate | 40.4% | 78.7%-38.3pp | 82.6%-42.2pp | 68.9%-28.6pp |
| Annual return | 13.80% | 41.11%-27.3pp | 31.58%-17.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $670 | $2,562-73.8% | $3,594-81.3% | $2,596-74.2% |
| Participant deferral / active EE | $2,779 | $6,753-58.8% | $8,309-66.6% | $4,274-35.0% |
| Admin fee / account holder | $5,314 | $6,809-22.0% | $11,609-54.2% | $7,775-31.7% |