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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 | $49,107 | $86,919-43.5% | $102,457-52.1% | $80,911-39.3% |
| Participation rate | 48.5% | 72.4%-23.8pp | 76.5%-28.0pp | 67.6%-19.1pp |
| Annual return | 9.67% | 18.90%-9.2pp | 29.41%-19.7pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,094 | $2,368-53.8% | $3,022-63.8% | $2,756-60.3% |
| Participant deferral / active EE | $1,536 | $4,119-62.7% | $5,054-69.6% | $4,297-64.3% |
| Admin fee / account holder | $6,674 | $8,049-17.1% | $9,451-29.4% | $6,935-3.8% |