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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 | $52,756 | $81,358-35.2% | $155,556-66.1% | $80,959-34.8% |
| Participation rate | 23.1% | 66.3%-43.2pp | 78.2%-55.1pp | 67.7%-44.6pp |
| Annual return | 10.43% | 33.39%-23.0pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $780 | $3,106-74.9% | $4,675-83.3% | $2,757-71.7% |
| Participant deferral / active EE | $531 | $3,455-84.6% | $5,631-90.6% | $4,300-87.7% |
| Admin fee / account holder | $4,106 | $7,994-48.6% | $15,885-74.2% | $6,925-40.7% |