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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 | $45,103 | $76,112-40.7% | $96,534-53.3% | $71,511-36.9% |
| Participation rate | 56.2% | 74.4%-18.2pp | 76.0%-19.8pp | 67.9%-11.7pp |
| Annual return | 13.23% | 22.81%-9.6pp | 25.88%-12.6pp | 28.86%-15.6pp |
| Employer contribution / active EE | $1,286 | $2,248-42.8% | $2,965-56.6% | $2,589-50.3% |
| Participant deferral / active EE | $2,081 | $4,217-50.7% | $4,851-57.1% | $4,291-51.5% |
| Admin fee / account holder | $4,111 | $2,708+51.8% | $8,253-50.2% | $1,588+158.8% |