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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 | $34,226 | $106,524-67.9% | $152,301-77.5% | $87,485-60.9% |
| Participation rate | 56.8% | 75.8%-19.0pp | 82.4%-25.7pp | 68.9%-12.2pp |
| Annual return | 11.82% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,119 | $3,371-66.8% | $4,624-75.8% | $2,596-56.9% |
| Participant deferral / active EE | $2,457 | $6,525-62.3% | $8,004-69.3% | $4,274-42.5% |
| Admin fee / account holder | $841 | $8,287-89.8% | $14,398-94.2% | $7,775-89.2% |