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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 | $50,530 | $89,364-43.5% | $141,177-64.2% | $72,983-30.8% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 2.35% | 111.86%-109.5pp | 71.40%-69.1pp | 81.01%-78.7pp |
| Employer contribution / active EE | $1,280 | $3,115-58.9% | $4,736-73.0% | $2,440-47.6% |
| Participant deferral / active EE | $1,330 | $5,419-75.5% | $6,710-80.2% | $3,608-63.1% |
| Admin fee / account holder | $1,530 | $5,959-74.3% | $10,263-85.1% | $5,124-70.1% |