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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 | $99,875-37.4% | $146,866-57.4% | $86,983-28.1% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 13.46% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,262 | $3,224-60.9% | $4,425-71.5% | $2,584-51.2% |
| Participant deferral / active EE | $1,044 | $6,322-83.5% | $7,759-86.5% | $4,194-75.1% |
| Admin fee / account holder | $5,906 | $7,838-24.7% | $13,620-56.6% | $7,856-24.8% |