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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 | $48,661 | $93,589-48.0% | $135,942-64.2% | $75,181-35.3% |
| Participation rate | 47.7% | 75.2%-27.5pp | 81.9%-34.2pp | 67.2%-19.5pp |
| Annual return | 11.46% | 30.90%-19.4pp | 68.28%-56.8pp | 160.69%-149.2pp |
| Employer contribution / active EE | $1,645 | $3,537-53.5% | $4,858-66.1% | $2,671-38.4% |
| Participant deferral / active EE | $2,494 | $6,405-61.1% | $7,759-67.9% | $4,126-39.6% |
| Admin fee / account holder | $1,718 | $6,977-75.4% | $10,764-84.0% | $5,650-69.6% |