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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 | $44,691 | $146,267-69.4% | $197,124-77.3% | $82,448-45.8% |
| Participation rate | 55.2% | 84.0%-28.8pp | 86.7%-31.5pp | 68.1%-12.9pp |
| Annual return | 11.36% | 29.61%-18.3pp | 44.34%-33.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,682 | $4,723-64.4% | $6,227-73.0% | $2,551-34.1% |
| Participant deferral / active EE | $1,974 | $7,035-71.9% | $9,135-78.4% | $4,139-52.3% |
| Admin fee / account holder | $4,544 | $14,422-68.5% | $16,298-72.1% | $7,234-37.2% |