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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 | $39,674 | $99,994-60.3% | $146,647-72.9% | $85,851-53.8% |
| Participation rate | 53.1% | 73.1%-19.9pp | 80.1%-26.9pp | 69.3%-16.2pp |
| Annual return | 9.03% | 18.93%-9.9pp | 22.75%-13.7pp | 318.63%-309.6pp |
| Employer contribution / active EE | $1,024 | $2,559-60.0% | $4,137-75.2% | $2,565-60.1% |
| Participant deferral / active EE | $1,299 | $4,006-67.6% | $5,506-76.4% | $3,952-67.1% |
| Admin fee / account holder | $5,015 | $7,703-34.9% | $10,281-51.2% | $6,261-19.9% |