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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 | $51,058 | $81,334-37.2% | $113,397-55.0% | $64,097-20.3% |
| Participation rate | 41.0% | 65.6%-24.6pp | 76.5%-35.5pp | 55.2%-14.2pp |
| Annual return | 8.73% | 32.50%-23.8pp | 23.20%-14.5pp | 34.64%-25.9pp |
| Employer contribution / active EE | $905 | $2,077-56.4% | $2,977-69.6% | $1,891-52.1% |
| Participant deferral / active EE | $1,618 | $3,795-57.4% | $5,076-68.1% | $3,080-47.5% |
| Admin fee / account holder | $4,510 | $4,208+7.2% | $11,957-62.3% | $3,454+30.6% |