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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 | $106,524-41.3% | $152,301-58.9% | $87,485-28.5% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.4%-57.4pp | 68.9%-43.9pp |
| Annual return | 13.46% | 26.89%-13.4pp | 80.50%-67.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,262 | $3,371-62.6% | $4,624-72.7% | $2,596-51.4% |
| Participant deferral / active EE | $1,044 | $6,525-84.0% | $8,004-87.0% | $4,274-75.6% |
| Admin fee / account holder | $5,906 | $8,287-28.7% | $14,398-59.0% | $7,775-24.0% |