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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 | $53,799 | $78,027-31.1% | $178,528-69.9% | $80,925-33.5% |
| Participation rate | 58.6% | 65.7%-7.1pp | 77.1%-18.5pp | 67.7%-9.0pp |
| Annual return | 5.51% | 18.09%-12.6pp | 27.11%-21.6pp | 35.65%-30.1pp |
| Employer contribution / active EE | $943 | $2,281-58.7% | $3,950-76.1% | $2,756-65.8% |
| Participant deferral / active EE | $1,097 | $4,408-75.1% | $6,278-82.5% | $4,299-74.5% |
| Admin fee / account holder | $631 | $7,168-91.2% | $10,419-93.9% | $6,940-90.9% |