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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 | $48,721 | $78,520-38.0% | $96,576-49.6% | $82,448-40.9% |
| Participation rate | 65.4% | 77.7%-12.3pp | 81.4%-16.1pp | 68.1%-2.7pp |
| Annual return | 10.96% | 41.30%-30.3pp | 38.47%-27.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,199 | $2,630-54.4% | $3,553-66.2% | $2,551-53.0% |
| Participant deferral / active EE | $2,083 | $6,754-69.2% | $7,956-73.8% | $4,139-49.7% |
| Admin fee / account holder | $1,647 | $13,455-87.8% | $11,381-85.5% | $7,234-77.2% |