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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 | $41,356 | $93,589-55.8% | $135,942-69.6% | $75,181-45.0% |
| Participation rate | 46.8% | 75.2%-28.4pp | 81.9%-35.1pp | 67.2%-20.4pp |
| Annual return | 13.74% | 30.90%-17.2pp | 68.28%-54.5pp | 160.69%-146.9pp |
| Employer contribution / active EE | $1,378 | $3,537-61.0% | $4,858-71.6% | $2,671-48.4% |
| Participant deferral / active EE | $1,891 | $6,405-70.5% | $7,759-75.6% | $4,126-54.2% |
| Admin fee / account holder | $6,451 | $6,977-7.5% | $10,764-40.1% | $5,650+14.2% |