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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 | $59,953 | $101,798-41.1% | $165,071-63.7% | $80,935-25.9% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.7%-14.7pp |
| Annual return | 8.06% | 16.73%-8.7pp | 70.17%-62.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $875 | $2,954-70.4% | $4,347-79.9% | $2,757-68.2% |
| Participant deferral / active EE | $1,063 | $4,476-76.3% | $6,035-82.4% | $4,299-75.3% |
| Admin fee / account holder | $12,915 | $8,221+57.1% | $12,695+1.7% | $6,924+86.5% |