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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 | $46,952 | $81,504-42.4% | $102,437-54.2% | $80,959-42.0% |
| Participation rate | 24.0% | 66.9%-42.9pp | 74.5%-50.5pp | 67.7%-43.7pp |
| Annual return | 8.07% | 25.60%-17.5pp | 24.95%-16.9pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,672 | $3,104-46.1% | $3,871-56.8% | $2,757-39.4% |
| Participant deferral / active EE | $125 | $3,871-96.8% | $5,060-97.5% | $4,300-97.1% |
| Admin fee / account holder | $3,234 | $6,719-51.9% | $8,388-61.4% | $6,925-53.3% |