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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 | $45,096 | $93,617-51.8% | $135,982-66.8% | $75,177-40.0% |
| Participation rate | 43.7% | 75.2%-31.5pp | 81.9%-38.3pp | 67.2%-23.5pp |
| Annual return | 12.87% | 30.89%-18.0pp | 68.32%-55.5pp | 160.75%-147.9pp |
| Employer contribution / active EE | $1,185 | $3,538-66.5% | $4,859-75.6% | $2,671-55.6% |
| Participant deferral / active EE | $2,333 | $6,406-63.6% | $7,760-69.9% | $4,126-43.5% |
| Admin fee / account holder | $29,536 | $6,980+323.2% | $10,767+174.3% | $5,651+422.6% |