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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 | $106,864-59.7% | $147,318-70.7% | $82,637-47.8% |
| Participation rate | 51.2% | 75.5%-24.3pp | 82.1%-30.8pp | 68.1%-16.8pp |
| Annual return | 13.57% | 27.49%-13.9pp | 70.43%-56.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $2,339 | $3,417-31.6% | $4,593-49.1% | $2,552-8.4% |
| Participant deferral / active EE | $1,678 | $6,496-74.2% | $7,906-78.8% | $4,126-59.3% |
| Admin fee / account holder | $9,307 | $8,415+10.6% | $13,708-32.1% | $7,339+26.8% |