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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 | $63,892 | $76,407-16.4% | $150,298-57.5% | $82,448-22.5% |
| Participation rate | 45.2% | 66.4%-21.2pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 4.21% | 39.99%-35.8pp | 62.79%-58.6pp | 41.64%-37.4pp |
| Employer contribution / active EE | $512 | $2,614-80.4% | $4,154-87.7% | $2,551-79.9% |
| Participant deferral / active EE | $585 | $3,214-81.8% | $5,453-89.3% | $4,139-85.9% |
| Admin fee / account holder | $476 | $6,352-92.5% | $14,116-96.6% | $7,234-93.4% |