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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 | $78,197-37.7% | $98,090-50.3% | $82,637-41.0% |
| Participation rate | 65.4% | 77.5%-12.1pp | 81.5%-16.2pp | 68.1%-2.7pp |
| Annual return | 10.96% | 40.25%-29.3pp | 37.05%-26.1pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,199 | $2,605-53.9% | $3,606-66.7% | $2,552-53.0% |
| Participant deferral / active EE | $2,083 | $6,636-68.6% | $7,845-73.4% | $4,126-49.5% |
| Admin fee / account holder | $1,647 | $14,832-88.9% | $11,815-86.1% | $7,339-77.6% |