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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 | $45,940 | $89,370-48.6% | $141,197-67.5% | $72,976-37.0% |
| Participation rate | 67.0% | 75.1%-8.1pp | 82.5%-15.5pp | 69.5%-2.5pp |
| Annual return | 16.11% | 111.88%-95.8pp | 71.41%-55.3pp | 81.02%-64.9pp |
| Employer contribution / active EE | $1,384 | $3,115-55.6% | $4,736-70.8% | $2,440-43.3% |
| Participant deferral / active EE | $2,278 | $5,419-58.0% | $6,710-66.0% | $3,608-36.8% |
| Admin fee / account holder | $7,575 | $5,957+27.2% | $10,265-26.2% | $5,124+47.8% |