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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 | $24,411 | $76,551-68.1% | $123,894-80.3% | $62,881-61.2% |
| Participation rate | 50.9% | 73.0%-22.1pp | 81.4%-30.5pp | 69.3%-18.4pp |
| Annual return | 3.75% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,094 | $2,882-62.1% | $4,617-76.3% | $2,281-52.1% |
| Participant deferral / active EE | $1,881 | $4,840-61.1% | $5,984-68.6% | $3,203-41.3% |
| Admin fee / account holder | $7,751 | $4,826+60.6% | $8,357-7.3% | $4,296+80.4% |