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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 | $106,864-24.3% | $147,318-45.1% | $82,637-2.1% |
| Participation rate | 48.4% | 75.5%-27.1pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 12.82% | 27.49%-14.7pp | 70.43%-57.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,094 | $3,417-68.0% | $4,593-76.2% | $2,552-57.1% |
| Participant deferral / active EE | $1,544 | $6,496-76.2% | $7,906-80.5% | $4,126-62.6% |
| Admin fee / account holder | $13,702 | $8,415+62.8% | $13,7080% | $7,339+86.7% |