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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 | $53,391 | $97,550-45.3% | $120,344-55.6% | $87,485-39.0% |
| Participation rate | 34.3% | 72.8%-38.5pp | 76.7%-42.4pp | 68.9%-34.6pp |
| Annual return | 11.64% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.4pp |
| Employer contribution / active EE | $678 | $2,291-70.4% | $3,020-77.5% | $2,596-73.9% |
| Participant deferral / active EE | $1,355 | $4,230-68.0% | $5,135-73.6% | $4,274-68.3% |
| Admin fee / account holder | $3,525 | $9,543-63.1% | $12,742-72.3% | $7,775-54.7% |