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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 | $43,425 | $102,609-57.7% | $98,090-55.7% | $138,895-68.7% |
| Participation rate | 33.3% | 82.8%-49.4pp | 81.5%-48.2pp | 79.9%-46.6pp |
| Annual return | 12.13% | 36.44%-24.3pp | 37.05%-24.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,219 | $3,867-68.5% | $3,606-66.2% | $4,194-70.9% |
| Participant deferral / active EE | $1,497 | $8,167-81.7% | $7,845-80.9% | $6,396-76.6% |
| Admin fee / account holder | $20,202 | $11,434+76.7% | $11,815+71.0% | $12,562+60.8% |