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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 | $58,688 | $77,460-24.2% | $100,378-41.5% | $80,925-27.5% |
| Participation rate | 48.2% | 76.9%-28.7pp | 81.5%-33.3pp | 67.7%-19.4pp |
| Annual return | 10.80% | 37.24%-26.4pp | 49.41%-38.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $852 | $2,801-69.6% | $3,942-78.4% | $2,756-69.1% |
| Participant deferral / active EE | $1,087 | $6,818-84.1% | $8,087-86.6% | $4,299-74.7% |
| Admin fee / account holder | $4,666 | $5,887-20.7% | $7,899-40.9% | $6,940-32.8% |