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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 | $38,436 | $110,137-65.1% | $161,149-76.1% | $82,637-53.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 8.97% | 20.69%-11.7pp | 21.16%-12.2pp | 53.51%-44.5pp |
| Employer contribution / active EE | $1,300 | $2,856-54.5% | $4,360-70.2% | $2,552-49.1% |
| Participant deferral / active EE | $1,901 | $4,575-58.4% | $6,153-69.1% | $4,126-53.9% |
| Admin fee / account holder | $2,893 | $9,467-69.4% | $15,194-81.0% | $7,339-60.6% |