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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 | $35,936 | $86,940-58.7% | $102,434-64.9% | $80,935-55.6% |
| Participation rate | 62.3% | 72.4%-10.1pp | 76.5%-14.2pp | 67.7%-5.3pp |
| Annual return | 2.60% | 18.89%-16.3pp | 29.46%-26.9pp | 35.66%-33.1pp |
| Employer contribution / active EE | $1,185 | $2,370-50.0% | $3,023-60.8% | $2,757-57.0% |
| Participant deferral / active EE | $1,674 | $4,121-59.4% | $5,055-66.9% | $4,299-61.1% |
| Admin fee / account holder | $19,170 | $8,047+138.2% | $9,462+102.6% | $6,924+176.9% |