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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 | $46,699 | $105,284-55.6% | $150,734-69.0% | $94,015-50.3% |
| Participation rate | 45.7% | 71.7%-26.0pp | 78.4%-32.7pp | 70.8%-25.1pp |
| Annual return | 9.41% | 15.67%-6.3pp | 600.81%-591.4pp | 17.84%-8.4pp |
| Employer contribution / active EE | $1,620 | $3,599-55.0% | $4,918-67.1% | $2,790-41.9% |
| Participant deferral / active EE | $1,697 | $4,274-60.3% | $5,610-69.7% | $4,249-60.1% |
| Admin fee / account holder | $3,983 | $9,839-59.5% | $14,905-73.3% | $8,951-55.5% |