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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 | $73,327 | $106,864-31.4% | $147,318-50.2% | $82,637-11.3% |
| Participation rate | 47.3% | 75.5%-28.2pp | 82.1%-34.8pp | 68.1%-20.8pp |
| Annual return | 13.28% | 27.49%-14.2pp | 70.43%-57.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,205 | $3,417-64.7% | $4,593-73.8% | $2,552-52.8% |
| Participant deferral / active EE | $1,836 | $6,496-71.7% | $7,906-76.8% | $4,126-55.5% |
| Admin fee / account holder | $9,812 | $8,415+16.6% | $13,708-28.4% | $7,339+33.7% |