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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 | $38,367 | $96,052-60.1% | $118,106-67.5% | $87,485-56.1% |
| Participation rate | 35.0% | 77.0%-42.0pp | 81.9%-46.9pp | 68.9%-33.9pp |
| Annual return | 11.18% | 24.16%-13.0pp | 19.44%-8.3pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,053 | $3,939-73.3% | $4,698-77.6% | $2,596-59.4% |
| Participant deferral / active EE | $2,171 | $5,793-62.5% | $6,619-67.2% | $4,274-49.2% |
| Admin fee / account holder | $22,021 | $7,618+189.1% | $8,973+145.4% | $7,775+183.2% |