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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 | $77,709 | $94,031-17.4% | $115,768-32.9% | $82,448-5.7% |
| Participation rate | 30.0% | 70.4%-40.4pp | 74.4%-44.4pp | 68.1%-38.1pp |
| Annual return | 11.88% | 20.61%-8.7pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $697 | $2,323-70.0% | $2,940-76.3% | $2,551-72.7% |
| Participant deferral / active EE | $1,067 | $3,972-73.1% | $4,917-78.3% | $4,139-74.2% |
| Admin fee / account holder | $4,406 | $10,249-57.0% | $12,439-64.6% | $7,234-39.1% |