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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 | $40,574 | $91,474-55.6% | $135,982-70.2% | $71,529-43.3% |
| Participation rate | 68.0% | 75.7%-7.7pp | 81.9%-14.0pp | 67.9%0pp |
| Annual return | 14.46% | 29.89%-15.4pp | 68.32%-53.9pp | 28.97%-14.5pp |
| Employer contribution / active EE | $1,570 | $3,705-57.6% | $4,859-67.7% | $2,590-39.4% |
| Participant deferral / active EE | $2,348 | $7,095-66.9% | $7,760-69.7% | $4,291-45.3% |
| Admin fee / account holder | $2,819 | $1,267+122.5% | $10,767-73.8% | $1,588+77.5% |