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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 | $49,965 | $54,541-8.4% | $78,778-36.6% | $70,126-28.7% |
| Participation rate | 52.3% | 60.8%-8.5pp | 69.2%-16.9pp | 69.5%-17.2pp |
| Annual return | 10.68% | 21.07%-10.4pp | 35.62%-24.9pp | 73.15%-62.5pp |
| Employer contribution / active EE | $511 | $1,089-53.0% | $1,986-74.3% | $2,343-78.2% |
| Participant deferral / active EE | $583 | $2,210-73.6% | $2,958-80.3% | $3,332-82.5% |
| Admin fee / account holder | $562 | $3,709-84.8% | $5,134-89.1% | $4,645-87.9% |