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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 | $30,496 | $106,749-71.4% | $145,433-79.0% | $82,448-63.0% |
| Participation rate | 64.2% | 75.6%-11.5pp | 82.1%-17.9pp | 68.1%-3.9pp |
| Annual return | 11.07% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,016 | $3,444-70.5% | $4,554-77.7% | $2,551-60.2% |
| Participant deferral / active EE | $1,983 | $6,519-69.6% | $7,897-74.9% | $4,139-52.1% |
| Admin fee / account holder | $9,451 | $8,390+12.6% | $13,129-28.0% | $7,234+30.6% |