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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 | $46,607 | $72,027-35.3% | $185,861-74.9% | $79,856-41.6% |
| Participation rate | 31.7% | 65.8%-34.0pp | 78.0%-46.3pp | 69.6%-37.9pp |
| Annual return | 9.20% | 23.13%-13.9pp | 35.96%-26.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $583 | $1,965-70.3% | $4,088-85.7% | $2,471-76.4% |
| Participant deferral / active EE | $813 | $3,780-78.5% | $5,634-85.6% | $3,741-78.3% |
| Admin fee / account holder | $384 | $4,513-91.5% | $9,503-96.0% | $5,306-92.8% |