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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 | $45,587 | $76,551-40.4% | $123,894-63.2% | $62,881-27.5% |
| Participation rate | 55.4% | 73.0%-17.6pp | 81.4%-26.1pp | 69.3%-13.9pp |
| Annual return | 2.40% | 18.68%-16.3pp | 47.52%-45.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,096 | $2,882-62.0% | $4,617-76.3% | $2,281-52.0% |
| Participant deferral / active EE | $2,022 | $4,840-58.2% | $5,984-66.2% | $3,203-36.9% |
| Admin fee / account holder | $8,154 | $4,826+69.0% | $8,357-2.4% | $4,296+89.8% |