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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 | $43,843 | $81,487-46.2% | $102,412-57.2% | $80,935-45.8% |
| Participation rate | 23.1% | 66.8%-43.8pp | 74.5%-51.4pp | 67.7%-44.6pp |
| Annual return | 9.66% | 25.60%-15.9pp | 24.94%-15.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $4,311 | $3,103+38.9% | $3,870+11.4% | $2,757+56.4% |
| Participant deferral / active EE | $565 | $3,871-85.4% | $5,060-88.8% | $4,299-86.8% |
| Admin fee / account holder | $25,458 | $6,717+279.0% | $8,388+203.5% | $6,924+267.7% |