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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 | $56,055 | $78,423-28.5% | $95,964-41.6% | $79,856-29.8% |
| Participation rate | 51.9% | 73.5%-21.6pp | 77.1%-25.2pp | 69.6%-17.8pp |
| Annual return | 9.30% | 19.37%-10.1pp | 91.64%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $636 | $1,945-67.3% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $1,195 | $3,440-65.3% | $4,167-71.3% | $3,741-68.0% |
| Admin fee / account holder | $2,459 | $5,622-56.3% | $6,797-63.8% | $5,306-53.7% |