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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 | $99,032 | $56,287+75.9% | $80,977+22.3% | $62,881+57.5% |
| Participation rate | 22.4% | 68.9%-46.5pp | 75.8%-53.4pp | 69.3%-46.9pp |
| Annual return | 5.24% | 22.13%-16.9pp | 17.11%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,030 | $1,943-47.0% | $3,715-72.3% | $2,281-54.9% |
| Participant deferral / active EE | $1,282 | $4,196-69.5% | $5,696-77.5% | $3,203-60.0% |
| Admin fee / account holder | $1,245 | $3,742-66.7% | $5,517-77.4% | $4,296-71.0% |