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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 | $56,863 | $70,486-19.3% | $100,535-43.4% | $79,856-28.8% |
| Participation rate | 57.5% | 73.6%-16.1pp | 79.4%-21.9pp | 69.6%-12.1pp |
| Annual return | 2.93% | 21.90%-19.0pp | 30.90%-28.0pp | 31.71%-28.8pp |
| Employer contribution / active EE | $821 | $2,165-62.1% | $3,419-76.0% | $2,471-66.8% |
| Participant deferral / active EE | $1,381 | $5,182-73.3% | $6,271-78.0% | $3,741-63.1% |
| Admin fee / account holder | $1,677 | $4,480-62.6% | $8,085-79.3% | $5,306-68.4% |