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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 | $70,155 | $76,551-8.4% | $123,894-43.4% | $62,881+11.6% |
| Participation rate | 46.2% | 73.0%-26.8pp | 81.4%-35.3pp | 69.3%-23.2pp |
| Annual return | 5.10% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,000 | $2,882-65.3% | $4,617-78.3% | $2,281-56.2% |
| Participant deferral / active EE | $1,270 | $4,840-73.7% | $5,984-78.8% | $3,203-60.3% |
| Admin fee / account holder | $3,299 | $4,826-31.6% | $8,357-60.5% | $4,296-23.2% |