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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 | $53,797 | $83,485-35.6% | $125,192-57.0% | $72,975-26.3% |
| Participation rate | 43.9% | 73.3%-29.4pp | 79.8%-35.8pp | 69.5%-25.5pp |
| Annual return | 15.92% | 25.77%-9.8pp | 43.79%-27.9pp | 81.01%-65.1pp |
| Employer contribution / active EE | $785 | $2,346-66.5% | $3,866-79.7% | $2,440-67.8% |
| Participant deferral / active EE | $1,380 | $3,586-61.5% | $4,937-72.1% | $3,608-61.8% |
| Admin fee / account holder | $1,115 | $5,518-79.8% | $9,704-88.5% | $5,124-78.2% |