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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 | $81,446-22.7% | $103,374-39.1% | $80,874-22.1% |
| Participation rate | 22.2% | 66.9%-44.6pp | 74.5%-52.3pp | 67.6%-45.4pp |
| Annual return | 4.02% | 25.57%-21.5pp | 24.89%-20.9pp | 35.62%-31.6pp |
| Employer contribution / active EE | $1,123 | $3,107-63.9% | $3,869-71.0% | $2,756-59.3% |
| Participant deferral / active EE | $1,482 | $3,870-61.7% | $5,058-70.7% | $4,297-65.5% |
| Admin fee / account holder | $814 | $6,715-87.9% | $8,394-90.3% | $6,935-88.3% |