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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 | $47,946 | $77,460-38.1% | $100,378-52.2% | $80,925-40.8% |
| Participation rate | 55.6% | 76.9%-21.4pp | 81.5%-26.0pp | 67.7%-12.1pp |
| Annual return | 11.35% | 37.24%-25.9pp | 49.41%-38.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,113 | $2,801-60.3% | $3,942-71.8% | $2,756-59.6% |
| Participant deferral / active EE | $1,497 | $6,818-78.0% | $8,087-81.5% | $4,299-65.2% |
| Admin fee / account holder | $27,236 | $5,887+362.7% | $7,899+244.8% | $6,940+292.5% |