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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 | $72,456 | $81,487-11.1% | $102,412-29.3% | $80,935-10.5% |
| Participation rate | 38.2% | 66.8%-28.6pp | 74.5%-36.3pp | 67.7%-29.4pp |
| Annual return | 9.45% | 25.60%-16.1pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,458 | $3,103-53.0% | $3,870-62.3% | $2,757-47.1% |
| Participant deferral / active EE | $1,568 | $3,871-59.5% | $5,060-69.0% | $4,299-63.5% |
| Admin fee / account holder | $936 | $6,717-86.1% | $8,388-88.8% | $6,924-86.5% |