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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 | $42,931 | $89,515-52.0% | $103,065-58.3% | $80,959-47.0% |
| Participation rate | 54.8% | 76.0%-21.2pp | 80.6%-25.8pp | 67.7%-12.9pp |
| Annual return | 11.36% | 22.82%-11.5pp | 23.95%-12.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,418 | $4,015-64.7% | $4,675-69.7% | $2,757-48.6% |
| Participant deferral / active EE | $1,607 | $5,463-70.6% | $6,625-75.7% | $4,300-62.6% |
| Admin fee / account holder | $7,558 | $6,527+15.8% | $9,349-19.2% | $6,925+9.1% |