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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 | $52,350 | $81,487-35.8% | $102,412-48.9% | $80,935-35.3% |
| Participation rate | 46.3% | 66.8%-20.5pp | 74.5%-28.2pp | 67.7%-21.4pp |
| Annual return | 9.21% | 25.60%-16.4pp | 24.94%-15.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $847 | $3,103-72.7% | $3,870-78.1% | $2,757-69.3% |
| Participant deferral / active EE | $1,490 | $3,871-61.5% | $5,060-70.6% | $4,299-65.3% |
| Admin fee / account holder | $1,953 | $6,717-70.9% | $8,388-76.7% | $6,924-71.8% |