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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 | $53,768 | $50,820+5.8% | $155,567-65.4% | $77,671-30.8% |
| Participation rate | 23.1% | 63.1%-40.1pp | 78.2%-55.1pp | 70.6%-47.5pp |
| Annual return | 10.10% | 34.85%-24.7pp | 64.74%-54.6pp | 31.21%-21.1pp |
| Employer contribution / active EE | $503 | $1,993-74.7% | $4,674-89.2% | $2,726-81.5% |
| Participant deferral / active EE | $862 | $2,823-69.5% | $5,628-84.7% | $4,648-81.4% |
| Admin fee / account holder | $2,890 | $436+562.9% | $15,916-81.8% | $430+571.4% |