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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 | $52,511 | $86,919-39.6% | $102,457-48.7% | $80,911-35.1% |
| Participation rate | 28.1% | 72.4%-44.3pp | 76.5%-48.4pp | 67.6%-39.6pp |
| Annual return | 9.32% | 18.90%-9.6pp | 29.41%-20.1pp | 35.63%-26.3pp |
| Employer contribution / active EE | $905 | $2,368-61.8% | $3,022-70.0% | $2,756-67.1% |
| Participant deferral / active EE | $425 | $4,119-89.7% | $5,054-91.6% | $4,297-90.1% |
| Admin fee / account holder | $3,177 | $8,049-60.5% | $9,451-66.4% | $6,935-54.2% |