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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 | $50,732 | $63,365-19.9% | $91,994-44.9% | $72,975-30.5% |
| Participation rate | 61.3% | 72.5%-11.2pp | 78.6%-17.3pp | 69.5%-8.2pp |
| Annual return | 18.32% | 35.35%-17.0pp | 69.04%-50.7pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,131 | $2,116-46.5% | $3,453-67.2% | $2,440-53.6% |
| Participant deferral / active EE | $2,072 | $4,883-57.6% | $5,924-65.0% | $3,608-42.6% |
| Admin fee / account holder | $2,938 | $4,670-37.1% | $7,744-62.1% | $5,124-42.7% |