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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 | $56,302 | $89,259-36.9% | $107,187-47.5% | $82,637-31.9% |
| Participation rate | 44.1% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.0pp |
| Annual return | 12.12% | 21.02%-8.9pp | 204.55%-192.4pp | 53.51%-41.4pp |
| Employer contribution / active EE | $828 | $3,080-73.1% | $3,782-78.1% | $2,552-67.5% |
| Participant deferral / active EE | $1,411 | $4,037-65.1% | $5,096-72.3% | $4,126-65.8% |
| Admin fee / account holder | $5,812 | $7,381-21.3% | $9,162-36.6% | $7,339-20.8% |