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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 | $53,060 | $86,949-39.0% | $102,460-48.2% | $80,959-34.5% |
| Participation rate | 52.6% | 72.4%-19.8pp | 76.5%-23.9pp | 67.7%-15.0pp |
| Annual return | 9.90% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $851 | $2,370-64.1% | $3,025-71.9% | $2,757-69.1% |
| Participant deferral / active EE | $1,729 | $4,121-58.1% | $5,056-65.8% | $4,300-59.8% |
| Admin fee / account holder | $13,752 | $8,048+70.9% | $9,460+45.4% | $6,925+98.6% |