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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 | $56,063 | $101,798-44.9% | $165,071-66.0% | $80,935-30.7% |
| Participation rate | 51.7% | 71.8%-20.1pp | 78.6%-26.9pp | 67.7%-15.9pp |
| Annual return | 7.52% | 16.73%-9.2pp | 70.17%-62.6pp | 35.66%-28.1pp |
| Employer contribution / active EE | $915 | $2,954-69.0% | $4,347-79.0% | $2,757-66.8% |
| Participant deferral / active EE | $1,208 | $4,476-73.0% | $6,035-80.0% | $4,299-71.9% |
| Admin fee / account holder | $2,095 | $8,221-74.5% | $12,695-83.5% | $6,924-69.7% |