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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 | $53,013 | $91,559-42.1% | $133,971-60.4% | $79,852-33.6% |
| Participation rate | 42.6% | 73.3%-30.8pp | 79.8%-37.2pp | 69.6%-27.0pp |
| Annual return | 10.02% | 61.85%-51.8pp | 45.09%-35.1pp | 31.72%-21.7pp |
| Employer contribution / active EE | $851 | $2,384-64.3% | $3,919-78.3% | $2,471-65.6% |
| Participant deferral / active EE | $1,158 | $3,734-69.0% | $5,047-77.1% | $3,740-69.1% |
| Admin fee / account holder | $2,907 | $6,321-54.0% | $8,929-67.4% | $5,306-45.2% |