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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 | $50,127 | $138,393-63.8% | $184,256-72.8% | $80,959-38.1% |
| Participation rate | 54.5% | 83.9%-29.4pp | 86.8%-32.3pp | 67.7%-13.1pp |
| Annual return | 9.79% | 20.01%-10.2pp | 28.85%-19.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,088 | $4,847-56.9% | $6,427-67.5% | $2,757-24.3% |
| Participant deferral / active EE | $1,281 | $7,076-81.9% | $9,133-86.0% | $4,300-70.2% |
| Admin fee / account holder | $18,600 | $10,489+77.3% | $13,899+33.8% | $6,925+168.6% |