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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 | $51,361 | $69,977-26.6% | $108,582-52.7% | $62,881-18.3% |
| Participation rate | 60.7% | 72.9%-12.2pp | 79.6%-18.9pp | 69.3%-8.6pp |
| Annual return | 3.19% | 10.73%-7.5pp | -51.70%+54.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,157 | $2,135-45.8% | $3,758-69.2% | $2,281-49.3% |
| Participant deferral / active EE | $1,341 | $3,165-57.6% | $4,311-68.9% | $3,203-58.1% |
| Admin fee / account holder | $4,324 | $5,076-14.8% | $7,645-43.4% | $4,296+0.7% |