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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 | $87,465-41.6% | $122,979-58.5% | $65,306-21.8% |
| Participation rate | 41.0% | 66.0%-25.0pp | 77.2%-36.2pp | 57.7%-16.7pp |
| Annual return | 8.73% | 19.76%-11.0pp | 20.12%-11.4pp | 21.94%-13.2pp |
| Employer contribution / active EE | $905 | $2,156-58.0% | $3,062-70.4% | $1,967-54.0% |
| Participant deferral / active EE | $1,618 | $3,705-56.3% | $5,003-67.7% | $2,959-45.3% |
| Admin fee / account holder | $4,510 | $5,100-11.6% | $12,864-64.9% | $3,480+29.6% |