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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 | $62,406 | $76,551-18.5% | $123,894-49.6% | $62,881-0.8% |
| Participation rate | 52.4% | 73.0%-20.6pp | 81.4%-29.0pp | 69.3%-16.9pp |
| Annual return | 5.02% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $791 | $2,882-72.6% | $4,617-82.9% | $2,281-65.3% |
| Participant deferral / active EE | $1,319 | $4,840-72.7% | $5,984-78.0% | $3,203-58.8% |
| Admin fee / account holder | $7,927 | $4,826+64.3% | $8,357-5.1% | $4,296+84.5% |