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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 | $43,562 | $81,476-46.5% | $102,383-57.5% | $80,925-46.2% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 8.12% | 25.59%-17.5pp | 24.94%-16.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $1,050 | $3,105-66.2% | $3,870-72.9% | $2,756-61.9% |
| Participant deferral / active EE | $1,449 | $3,871-62.6% | $5,060-71.4% | $4,299-66.3% |
| Admin fee / account holder | $21,768 | $6,717+224.0% | $8,391+159.4% | $6,940+213.7% |