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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 | $58,009 | $84,236-31.1% | $170,435-66.0% | $70,126-17.3% |
| Participation rate | 41.7% | 70.8%-29.2pp | 83.6%-41.9pp | 69.5%-27.9pp |
| Annual return | 8.64% | 23.06%-14.4pp | 205.94%-197.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $1,202 | $3,387-64.5% | $5,432-77.9% | $2,343-48.7% |
| Participant deferral / active EE | $655 | $3,086-78.8% | $4,939-86.7% | $3,332-80.4% |
| Admin fee / account holder | $804 | $5,698-85.9% | $13,881-94.2% | $4,645-82.7% |