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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 | $49,980 | $67,602-26.1% | $82,312-39.3% | $70,126-28.7% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 8.73% | 21.57%-12.8pp | 25.88%-17.1pp | 73.15%-64.4pp |
| Employer contribution / active EE | $1,007 | $1,755-42.6% | $2,428-58.5% | $2,343-57.0% |
| Participant deferral / active EE | $1,118 | $2,987-62.6% | $3,706-69.8% | $3,332-66.4% |
| Admin fee / account holder | $1,650 | $4,512-63.4% | $5,608-70.6% | $4,645-64.5% |