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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 | $49,640 | $138,385-64.1% | $184,243-73.1% | $80,925-38.7% |
| Participation rate | 64.0% | 83.9%-19.9pp | 86.8%-22.8pp | 67.7%-3.7pp |
| Annual return | 8.54% | 20.02%-11.5pp | 28.82%-20.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $2,880 | $4,851-40.6% | $6,427-55.2% | $2,756+4.5% |
| Participant deferral / active EE | $232 | $7,075-96.7% | $9,132-97.5% | $4,299-94.6% |
| Admin fee / account holder | $967 | $10,489-90.8% | $13,914-93.0% | $6,940-86.1% |