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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 | $44,678 | $93,589-52.3% | $135,942-67.1% | $75,181-40.6% |
| Participation rate | 23.1% | 75.2%-52.1pp | 81.9%-58.8pp | 67.2%-44.1pp |
| Annual return | 14.95% | 30.90%-16.0pp | 68.28%-53.3pp | 160.69%-145.7pp |
| Employer contribution / active EE | $1,021 | $3,537-71.1% | $4,858-79.0% | $2,671-61.8% |
| Participant deferral / active EE | $1,680 | $6,405-73.8% | $7,759-78.4% | $4,126-59.3% |
| Admin fee / account holder | $9,142 | $6,977+31.0% | $10,764-15.1% | $5,650+61.8% |