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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 | $43,662 | $79,779-45.3% | $153,741-71.6% | $74,478-41.4% |
| Participation rate | 21.6% | 69.9%-48.3pp | 77.1%-55.5pp | 67.2%-45.6pp |
| Annual return | 11.58% | 15.08%-3.5pp | 15.71%-4.1pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,548 | $4,026-61.5% | $5,042-69.3% | $2,626-41.1% |
| Participant deferral / active EE | $2,044 | $5,329-61.6% | $6,757-69.8% | $4,350-53.0% |
| Admin fee / account holder | $1,627 | $1,761-7.6% | $12,749-87.2% | $1,946-16.4% |