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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 | $52,825 | $93,598-43.6% | $135,974-61.2% | $75,173-29.7% |
| Participation rate | 41.9% | 75.2%-33.3pp | 81.9%-40.0pp | 67.2%-25.3pp |
| Annual return | 11.13% | 30.89%-19.8pp | 68.30%-57.2pp | 160.72%-149.6pp |
| Employer contribution / active EE | $1,167 | $3,538-67.0% | $4,859-76.0% | $2,671-56.3% |
| Participant deferral / active EE | $1,778 | $6,405-72.2% | $7,760-77.1% | $4,126-56.9% |
| Admin fee / account holder | $1,243 | $6,978-82.2% | $10,767-88.5% | $5,651-78.0% |