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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 | $80,943 | $106,749-24.2% | $145,433-44.3% | $82,448-1.8% |
| Participation rate | 48.4% | 75.6%-27.3pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 12.82% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,094 | $3,444-68.2% | $4,554-76.0% | $2,551-57.1% |
| Participant deferral / active EE | $1,544 | $6,519-76.3% | $7,897-80.4% | $4,139-62.7% |
| Admin fee / account holder | $13,702 | $8,390+63.3% | $13,129+4.4% | $7,234+89.4% |