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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 | $48,963 | $86,938-43.7% | $102,423-52.2% | $80,925-39.5% |
| Participation rate | 58.1% | 72.4%-14.2pp | 76.5%-18.4pp | 67.7%-9.5pp |
| Annual return | 8.78% | 18.89%-10.1pp | 29.42%-20.6pp | 35.65%-26.9pp |
| Employer contribution / active EE | $958 | $2,369-59.6% | $3,023-68.3% | $2,756-65.3% |
| Participant deferral / active EE | $1,783 | $4,120-56.7% | $5,054-64.7% | $4,299-58.5% |
| Admin fee / account holder | $3,011 | $8,053-62.6% | $9,455-68.1% | $6,940-56.6% |