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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 | $33,926 | $106,864-68.3% | $147,318-77.0% | $82,637-58.9% |
| Participation rate | 35.2% | 75.5%-40.3pp | 82.1%-46.9pp | 68.1%-32.8pp |
| Annual return | 13.57% | 27.49%-13.9pp | 70.43%-56.9pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,083 | $3,417-68.3% | $4,593-76.4% | $2,552-57.6% |
| Participant deferral / active EE | $1,866 | $6,496-71.3% | $7,906-76.4% | $4,126-54.8% |
| Admin fee / account holder | $1,003 | $8,415-88.1% | $13,708-92.7% | $7,339-86.3% |