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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 | $55,261 | $88,360-37.5% | $145,433-62.0% | $67,986-18.7% |
| Participation rate | 13.2% | 65.5%-52.3pp | 82.1%-68.9pp | 57.2%-44.0pp |
| Annual return | 13.94% | 63.15%-49.2pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $403 | $3,054-86.8% | $4,554-91.2% | $2,019-80.1% |
| Participant deferral / active EE | $1,245 | $5,932-79.0% | $7,897-84.2% | $3,358-62.9% |
| Admin fee / account holder | $4,339 | $3,313+31.0% | $13,129-67.0% | $3,203+35.5% |