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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 | $52,626 | $59,535-11.6% | $90,161-41.6% | $62,293-15.5% |
| Participation rate | 44.3% | 73.0%-28.8pp | 76.9%-32.6pp | 69.5%-25.2pp |
| Annual return | 14.01% | 23.53%-9.5pp | 34.89%-20.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $786 | $1,826-56.9% | $3,318-76.3% | $2,042-61.5% |
| Participant deferral / active EE | $1,383 | $4,639-70.2% | $5,287-73.9% | $3,169-56.4% |
| Admin fee / account holder | $4,127 | $337+1125.9% | $5,943-30.6% | $479+761.0% |