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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 | $62,988 | $81,504-22.7% | $102,437-38.5% | $80,959-22.2% |
| Participation rate | 22.2% | 66.9%-44.6pp | 74.5%-52.3pp | 67.7%-45.4pp |
| Annual return | 4.02% | 25.60%-21.6pp | 24.95%-20.9pp | 35.67%-31.6pp |
| Employer contribution / active EE | $1,123 | $3,104-63.8% | $3,871-71.0% | $2,757-59.3% |
| Participant deferral / active EE | $1,482 | $3,871-61.7% | $5,060-70.7% | $4,300-65.5% |
| Admin fee / account holder | $814 | $6,719-87.9% | $8,388-90.3% | $6,925-88.2% |