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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 | $45,485 | $78,015-41.7% | $178,505-74.5% | $80,959-43.8% |
| Participation rate | 61.8% | 65.7%-3.9pp | 77.1%-15.4pp | 67.7%-5.9pp |
| Annual return | 8.23% | 18.10%-9.9pp | 27.16%-18.9pp | 35.67%-27.4pp |
| Employer contribution / active EE | $1,547 | $2,281-32.2% | $3,955-60.9% | $2,757-43.9% |
| Participant deferral / active EE | $1,281 | $4,406-70.9% | $6,280-79.6% | $4,300-70.2% |
| Admin fee / account holder | $9,426 | $7,160+31.6% | $10,428-9.6% | $6,925+36.1% |