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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 | $48,240 | $110,307-56.3% | $96,576-50.0% | $139,456-65.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 7.06% | 26.40%-19.3pp | 25.87%-18.8pp | 373.45%-366.4pp |
| Employer contribution / active EE | $1,488 | $3,619-58.9% | $2,965-49.8% | $4,753-68.7% |
| Participant deferral / active EE | $1,465 | $5,547-73.6% | $4,851-69.8% | $6,711-78.2% |
| Admin fee / account holder | $3,321 | $11,597-71.4% | $8,253-59.8% | $11,407-70.9% |