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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 | $47,833 | $76,696-37.6% | $96,515-50.4% | $71,511-33.1% |
| Participation rate | 30.7% | 66.6%-35.9pp | 74.3%-43.7pp | 67.9%-37.2pp |
| Annual return | 12.17% | 48.32%-36.1pp | 35.73%-23.6pp | 28.86%-16.7pp |
| Employer contribution / active EE | $1,017 | $3,032-66.4% | $3,740-72.8% | $2,589-60.7% |
| Participant deferral / active EE | $1,535 | $3,770-59.3% | $4,880-68.5% | $4,291-64.2% |
| Admin fee / account holder | $10,840 | $2,030+434.0% | $6,735+60.9% | $1,588+582.4% |