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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 | $24,730 | $124,425-80.1% | $112,040-77.9% | $137,256-82.0% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.01% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,114 | $3,411-67.4% | $2,954-62.3% | $4,156-73.2% |
| Participant deferral / active EE | $1,379 | $5,718-75.9% | $5,098-72.9% | $6,407-78.5% |
| Admin fee / account holder | $11,507 | $15,207-24.3% | $12,098-4.9% | $12,270-6.2% |