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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 | $59,617 | $79,961-25.4% | $98,462-39.5% | $75,177-20.7% |
| Participation rate | 49.2% | 70.4%-21.2pp | 75.2%-26.0pp | 67.2%-18.1pp |
| Annual return | 12.35% | 19.75%-7.4pp | 21.17%-8.8pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,195 | $2,264-47.2% | $3,049-60.8% | $2,671-55.3% |
| Participant deferral / active EE | $1,404 | $3,753-62.6% | $4,738-70.4% | $4,126-66.0% |
| Admin fee / account holder | $3,671 | $6,842-46.3% | $8,875-58.6% | $5,651-35.0% |