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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 | $81,504-37.3% | $102,437-50.1% | $80,959-36.9% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.7%-30.2pp |
| Annual return | 9.98% | 25.60%-15.6pp | 24.95%-15.0pp | 35.67%-25.7pp |
| Employer contribution / active EE | $840 | $3,104-72.9% | $3,871-78.3% | $2,757-69.6% |
| Participant deferral / active EE | $1,535 | $3,871-60.3% | $5,060-69.7% | $4,300-64.3% |
| Admin fee / account holder | $1,182 | $6,719-82.4% | $8,388-85.9% | $6,925-82.9% |