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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 | $106,749-31.3% | $145,433-49.6% | $82,448-11.1% |
| Participation rate | 47.3% | 75.6%-28.4pp | 82.1%-34.8pp | 68.1%-20.8pp |
| Annual return | 13.28% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,205 | $3,444-65.0% | $4,554-73.5% | $2,551-52.8% |
| Participant deferral / active EE | $1,836 | $6,519-71.8% | $7,897-76.7% | $4,139-55.6% |
| Admin fee / account holder | $9,812 | $8,390+16.9% | $13,129-25.3% | $7,234+35.6% |