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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 | $53,867 | $87,132-38.2% | $105,624-49.0% | $80,959-33.5% |
| Participation rate | 21.5% | 70.4%-48.9pp | 75.3%-53.7pp | 67.7%-46.1pp |
| Annual return | 5.61% | 17.03%-11.4pp | 116.20%-110.6pp | 35.67%-30.1pp |
| Employer contribution / active EE | $811 | $2,397-66.2% | $3,168-74.4% | $2,757-70.6% |
| Participant deferral / active EE | $1,137 | $3,985-71.5% | $5,013-77.3% | $4,300-73.6% |
| Admin fee / account holder | $1,862 | $8,449-78.0% | $10,961-83.0% | $6,925-73.1% |