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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 | $57,599 | $67,602-14.8% | $82,312-30.0% | $70,126-17.9% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 10.39% | 21.57%-11.2pp | 25.88%-15.5pp | 73.15%-62.8pp |
| Employer contribution / active EE | $820 | $1,755-53.3% | $2,428-66.3% | $2,343-65.0% |
| Participant deferral / active EE | $1,321 | $2,987-55.8% | $3,706-64.4% | $3,332-60.4% |
| Admin fee / account holder | $52,528 | $4,512+1064.3% | $5,608+836.7% | $4,645+1030.7% |