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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 | $51,017 | $114,712-55.5% | $173,730-70.6% | $87,485-41.7% |
| Participation rate | 42.3% | 73.0%-30.7pp | 79.6%-37.3pp | 68.9%-26.6pp |
| Annual return | 11.44% | 20.18%-8.7pp | 19.96%-8.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,944 | $2,904-33.0% | $4,577-57.5% | $2,596-25.1% |
| Participant deferral / active EE | $2,080 | $4,642-55.2% | $6,326-67.1% | $4,274-51.3% |
| Admin fee / account holder | $401 | $10,210-96.1% | $17,523-97.7% | $7,775-94.8% |