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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 | $39,133 | $86,922-55.0% | $102,438-61.8% | $80,874-51.6% |
| Participation rate | 48.1% | 72.4%-24.3pp | 76.5%-28.4pp | 67.6%-19.6pp |
| Annual return | 9.12% | 18.90%-9.8pp | 29.37%-20.2pp | 35.62%-26.5pp |
| Employer contribution / active EE | $1,049 | $2,369-55.7% | $3,024-65.3% | $2,756-61.9% |
| Participant deferral / active EE | $1,252 | $4,119-69.6% | $5,054-75.2% | $4,297-70.9% |
| Admin fee / account holder | $1,620 | $8,050-79.9% | $9,448-82.9% | $6,935-76.6% |