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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 | $44,997 | $77,638-42.0% | $156,551-71.3% | $62,881-28.4% |
| Participation rate | 42.3% | 71.2%-28.9pp | 84.0%-41.7pp | 69.3%-27.0pp |
| Annual return | 3.39% | 50.33%-46.9pp | 32.23%-28.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,366 | $3,444-60.3% | $5,501-75.2% | $2,281-40.1% |
| Participant deferral / active EE | $488 | $3,046-84.0% | $4,871-90.0% | $3,203-84.8% |
| Admin fee / account holder | $1,091 | $5,561-80.4% | $13,028-91.6% | $4,296-74.6% |