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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 | $74,530 | $80,992-8.0% | $96,534-22.8% | $75,173-0.9% |
| Participation rate | 24.2% | 71.8%-47.5pp | 76.0%-51.7pp | 67.2%-43.0pp |
| Annual return | 11.70% | 27.05%-15.3pp | 25.88%-14.2pp | 160.72%-149.0pp |
| Employer contribution / active EE | $842 | $2,283-63.1% | $2,965-71.6% | $2,671-68.5% |
| Participant deferral / active EE | $1,610 | $3,929-59.0% | $4,851-66.8% | $4,126-61.0% |
| Admin fee / account holder | $11,495 | $6,717+71.1% | $8,253+39.3% | $5,651+103.4% |