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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 | $71,654 | $89,515-20.0% | $103,486-30.8% | $80,935-11.5% |
| Participation rate | 39.1% | 76.0%-36.9pp | 80.5%-41.5pp | 67.7%-28.6pp |
| Annual return | 9.10% | 22.82%-13.7pp | 23.93%-14.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,014 | $4,015-74.7% | $4,679-78.3% | $2,757-63.2% |
| Participant deferral / active EE | $1,375 | $5,463-74.8% | $6,628-79.2% | $4,299-68.0% |
| Admin fee / account holder | $1,344 | $6,527-79.4% | $9,354-85.6% | $6,924-80.6% |