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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 | $43,353 | $91,474-52.6% | $135,982-68.1% | $71,529-39.4% |
| Participation rate | 53.4% | 75.7%-22.3pp | 81.9%-28.5pp | 67.9%-14.5pp |
| Annual return | 13.65% | 29.89%-16.2pp | 68.32%-54.7pp | 28.97%-15.3pp |
| Employer contribution / active EE | $1,961 | $3,705-47.1% | $4,859-59.6% | $2,590-24.3% |
| Participant deferral / active EE | $3,069 | $7,095-56.7% | $7,760-60.5% | $4,291-28.5% |
| Admin fee / account holder | $508 | $1,267-59.9% | $10,767-95.3% | $1,588-68.0% |