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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 | $37,582 | $93,589-59.8% | $135,942-72.4% | $75,181-50.0% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 13.03% | 30.90%-17.9pp | 68.28%-55.2pp | 160.69%-147.7pp |
| Employer contribution / active EE | $1,214 | $3,537-65.7% | $4,858-75.0% | $2,671-54.5% |
| Participant deferral / active EE | $2,419 | $6,405-62.2% | $7,759-68.8% | $4,126-41.4% |
| Admin fee / account holder | $1,348 | $6,977-80.7% | $10,764-87.5% | $5,650-76.1% |