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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 | $49,454 | $64,920-23.8% | $103,693-52.3% | $86,983-43.1% |
| Participation rate | 48.3% | 63.6%-15.3pp | 72.6%-24.4pp | 69.5%-21.3pp |
| Annual return | 10.04% | 30.29%-20.2pp | 47.61%-37.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $190 | $2,141-91.1% | $2,920-93.5% | $2,584-92.7% |
| Participant deferral / active EE | $750 | $3,241-76.9% | $4,579-83.6% | $4,194-82.1% |
| Admin fee / account holder | $982 | $6,191-84.1% | $7,858-87.5% | $7,856-87.5% |