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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 | $57,817 | $86,949-33.5% | $102,460-43.6% | $80,959-28.6% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 9.45% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,028 | $2,370-56.6% | $3,025-66.0% | $2,757-62.7% |
| Participant deferral / active EE | $1,829 | $4,121-55.6% | $5,056-63.8% | $4,300-57.5% |
| Admin fee / account holder | $3,205 | $8,048-60.2% | $9,460-66.1% | $6,925-53.7% |