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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 | $45,565 | $95,453-52.3% | $112,040-59.3% | $82,448-44.7% |
| Participation rate | 57.3% | 72.8%-15.4pp | 76.5%-19.2pp | 68.1%-10.7pp |
| Annual return | 11.29% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $782 | $2,318-66.3% | $2,954-73.5% | $2,551-69.4% |
| Participant deferral / active EE | $1,811 | $4,224-57.1% | $5,098-64.5% | $4,139-56.2% |
| Admin fee / account holder | $1,083 | $9,013-88.0% | $12,098-91.0% | $7,234-85.0% |