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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 | $50,180 | $77,472-35.2% | $100,392-50.0% | $80,935-38.0% |
| Participation rate | 33.3% | 76.9%-43.6pp | 81.5%-48.2pp | 67.7%-34.3pp |
| Annual return | 11.24% | 37.26%-26.0pp | 49.45%-38.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $307 | $2,800-89.1% | $3,941-92.2% | $2,757-88.9% |
| Participant deferral / active EE | $2,040 | $6,818-70.1% | $8,090-74.8% | $4,299-52.6% |
| Admin fee / account holder | $5,245 | $5,885-10.9% | $7,904-33.6% | $6,924-24.3% |