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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 | $52,929 | $81,476-35.0% | $102,383-48.3% | $80,925-34.6% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 9.25% | 25.59%-16.3pp | 24.94%-15.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $865 | $3,105-72.1% | $3,870-77.7% | $2,756-68.6% |
| Participant deferral / active EE | $1,479 | $3,871-61.8% | $5,060-70.8% | $4,299-65.6% |
| Admin fee / account holder | $4,587 | $6,717-31.7% | $8,391-45.3% | $6,940-33.9% |