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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 | $45,180 | $96,731-53.3% | $123,973-63.6% | $86,983-48.1% |
| Participation rate | 38.2% | 70.0%-31.8pp | 76.7%-38.4pp | 69.5%-31.3pp |
| Annual return | 8.49% | 17.33%-8.8pp | 388.13%-379.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $1,176 | $3,297-64.3% | $4,126-71.5% | $2,584-54.5% |
| Participant deferral / active EE | $1,168 | $4,152-71.9% | $5,247-77.7% | $4,194-72.2% |
| Admin fee / account holder | $16,168 | $8,722+85.4% | $11,799+37.0% | $7,856+105.8% |