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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 | $51,420 | $77,492-33.6% | $100,398-48.8% | $80,911-36.4% |
| Participation rate | 43.3% | 76.9%-33.7pp | 81.5%-38.2pp | 67.6%-24.4pp |
| Annual return | 9.62% | 37.23%-27.6pp | 49.32%-39.7pp | 35.63%-26.0pp |
| Employer contribution / active EE | $488 | $2,800-82.6% | $3,946-87.6% | $2,756-82.3% |
| Participant deferral / active EE | $1,599 | $6,817-76.5% | $8,084-80.2% | $4,297-62.8% |
| Admin fee / account holder | $7,430 | $5,892+26.1% | $7,893-5.9% | $6,935+7.1% |