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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 | $77,472-33.6% | $100,392-48.8% | $80,935-36.5% |
| Participation rate | 43.3% | 76.9%-33.7pp | 81.5%-38.2pp | 67.7%-24.4pp |
| Annual return | 9.62% | 37.26%-27.6pp | 49.45%-39.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $488 | $2,800-82.6% | $3,941-87.6% | $2,757-82.3% |
| Participant deferral / active EE | $1,599 | $6,818-76.5% | $8,090-80.2% | $4,299-62.8% |
| Admin fee / account holder | $7,430 | $5,885+26.2% | $7,904-6.0% | $6,924+7.3% |