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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 | $52,523 | $81,457-35.5% | $103,378-49.2% | $80,911-35.1% |
| Participation rate | 25.8% | 66.8%-41.0pp | 74.5%-48.7pp | 67.6%-41.8pp |
| Annual return | 8.82% | 25.58%-16.8pp | 24.91%-16.1pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,173 | $3,107-62.3% | $3,870-69.7% | $2,756-57.4% |
| Participant deferral / active EE | $1,259 | $3,871-67.5% | $5,058-75.1% | $4,297-70.7% |
| Admin fee / account holder | $9,455 | $6,717+40.8% | $8,401+12.6% | $6,935+36.3% |