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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 | $85,302 | $97,550-12.6% | $120,344-29.1% | $87,485-2.5% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 5.23% | 18.41%-13.2pp | 20.30%-15.1pp | 26.06%-20.8pp |
| Employer contribution / active EE | $843 | $2,291-63.2% | $3,020-72.1% | $2,596-67.5% |
| Participant deferral / active EE | $1,322 | $4,230-68.7% | $5,135-74.3% | $4,274-69.1% |
| Admin fee / account holder | $628 | $9,543-93.4% | $12,742-95.1% | $7,775-91.9% |