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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 | $68,900 | $89,259-22.8% | $107,187-35.7% | $82,637-16.6% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 12.70% | 21.02%-8.3pp | 204.55%-191.9pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,054 | $3,080-65.8% | $3,782-72.1% | $2,552-58.7% |
| Participant deferral / active EE | $1,439 | $4,037-64.4% | $5,096-71.8% | $4,126-65.1% |
| Admin fee / account holder | $1,441 | $7,381-80.5% | $9,162-84.3% | $7,339-80.4% |