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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 | $51,088 | $81,446-37.3% | $103,374-50.6% | $80,874-36.8% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 9.98% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $840 | $3,107-73.0% | $3,869-78.3% | $2,756-69.5% |
| Participant deferral / active EE | $1,535 | $3,870-60.3% | $5,058-69.6% | $4,297-64.3% |
| Admin fee / account holder | $1,182 | $6,715-82.4% | $8,394-85.9% | $6,935-83.0% |