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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 | $44,764 | $58,493-23.5% | $84,023-46.7% | $72,976-38.7% |
| Participation rate | 45.1% | 61.2%-16.1pp | 69.0%-23.9pp | 69.5%-24.4pp |
| Annual return | 14.01% | 28.93%-14.9pp | 71.32%-57.3pp | 81.02%-67.0pp |
| Employer contribution / active EE | $416 | $1,163-64.2% | $1,984-79.0% | $2,440-82.9% |
| Participant deferral / active EE | $430 | $2,394-82.0% | $3,239-86.7% | $3,608-88.1% |
| Admin fee / account holder | $1,309 | $4,569-71.3% | $6,102-78.5% | $5,124-74.5% |