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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 | $60,802 | $77,460-21.5% | $100,378-39.4% | $80,925-24.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.7%-17.7pp |
| Annual return | 10.05% | 37.24%-27.2pp | 49.41%-39.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,340 | $2,801-52.2% | $3,942-66.0% | $2,756-51.4% |
| Participant deferral / active EE | $2,562 | $6,818-62.4% | $8,087-68.3% | $4,299-40.4% |
| Admin fee / account holder | $863 | $5,887-85.3% | $7,899-89.1% | $6,940-87.6% |