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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 | $43,097 | $106,749-59.6% | $145,433-70.4% | $82,448-47.7% |
| Participation rate | 51.2% | 75.6%-24.4pp | 82.1%-30.9pp | 68.1%-16.8pp |
| Annual return | 13.57% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,339 | $3,444-32.1% | $4,554-48.7% | $2,551-8.3% |
| Participant deferral / active EE | $1,678 | $6,519-74.3% | $7,897-78.8% | $4,139-59.5% |
| Admin fee / account holder | $9,307 | $8,390+10.9% | $13,129-29.1% | $7,234+28.7% |