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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 | $86,940-39.6% | $102,434-48.7% | $80,935-35.1% |
| Participation rate | 28.1% | 72.4%-44.3pp | 76.5%-48.4pp | 67.7%-39.6pp |
| Annual return | 9.32% | 18.89%-9.6pp | 29.46%-20.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $905 | $2,370-61.8% | $3,023-70.1% | $2,757-67.2% |
| Participant deferral / active EE | $425 | $4,121-89.7% | $5,055-91.6% | $4,299-90.1% |
| Admin fee / account holder | $3,177 | $8,047-60.5% | $9,462-66.4% | $6,924-54.1% |