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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 | $62,553 | $106,749-41.4% | $145,433-57.0% | $82,448-24.1% |
| Participation rate | 25.0% | 75.6%-50.6pp | 82.1%-57.1pp | 68.1%-43.1pp |
| Annual return | 13.46% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,262 | $3,444-63.4% | $4,554-72.3% | $2,551-50.5% |
| Participant deferral / active EE | $1,044 | $6,519-84.0% | $7,897-86.8% | $4,139-74.8% |
| Admin fee / account holder | $5,906 | $8,390-29.6% | $13,129-55.0% | $7,234-18.4% |