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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 | $40,509 | $85,515-52.6% | $112,040-63.8% | $67,986-40.4% |
| Participation rate | 50.0% | 68.2%-18.2pp | 76.5%-26.5pp | 57.2%-7.2pp |
| Annual return | 8.56% | 29.68%-21.1pp | 24.52%-16.0pp | 31.67%-23.1pp |
| Employer contribution / active EE | $927 | $2,191-57.7% | $2,954-68.6% | $2,019-54.1% |
| Participant deferral / active EE | $1,648 | $4,014-59.0% | $5,098-67.7% | $3,358-50.9% |
| Admin fee / account holder | $6,124 | $3,774+62.3% | $12,098-49.4% | $3,203+91.2% |