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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 | $78,137 | $89,259-12.5% | $107,187-27.1% | $82,637-5.4% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.7pp | 68.1%-32.8pp |
| Annual return | 10.65% | 21.02%-10.4pp | 204.55%-193.9pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,038 | $3,080-66.3% | $3,782-72.6% | $2,552-59.3% |
| Participant deferral / active EE | $1,410 | $4,037-65.1% | $5,096-72.3% | $4,126-65.8% |
| Admin fee / account holder | $3,547 | $7,381-51.9% | $9,162-61.3% | $7,339-51.7% |