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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 | $48,118 | $77,523-37.9% | $100,383-52.1% | $80,874-40.5% |
| Participation rate | 31.4% | 77.0%-45.5pp | 81.5%-50.1pp | 67.6%-36.2pp |
| Annual return | 11.46% | 37.21%-25.7pp | 49.26%-37.8pp | 35.62%-24.2pp |
| Employer contribution / active EE | $640 | $2,801-77.2% | $3,944-83.8% | $2,756-76.8% |
| Participant deferral / active EE | $1,672 | $6,822-75.5% | $8,086-79.3% | $4,297-61.1% |
| Admin fee / account holder | $1,300 | $5,899-78.0% | $7,900-83.5% | $6,935-81.3% |