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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 | $50,837 | $70,486-27.9% | $100,528-49.4% | $79,852-36.3% |
| Participation rate | 30.4% | 73.6%-43.2pp | 79.4%-49.0pp | 69.6%-39.2pp |
| Annual return | 11.76% | 21.90%-10.1pp | 30.90%-19.1pp | 31.72%-20.0pp |
| Employer contribution / active EE | $740 | $2,165-65.8% | $3,419-78.4% | $2,471-70.1% |
| Participant deferral / active EE | $1,305 | $5,182-74.8% | $6,271-79.2% | $3,740-65.1% |
| Admin fee / account holder | $2,050 | $4,480-54.2% | $8,084-74.6% | $5,306-61.4% |