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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 | $47,349 | $100,784-53.0% | $191,597-75.3% | $82,637-42.7% |
| Participation rate | 22.2% | 70.5%-48.2pp | 76.9%-54.7pp | 68.1%-45.8pp |
| Annual return | 10.29% | 18.13%-7.8pp | 27.07%-16.8pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,131 | $3,102-63.5% | $5,025-77.5% | $2,552-55.7% |
| Participant deferral / active EE | $1,131 | $4,937-77.1% | $6,850-83.5% | $4,126-72.6% |
| Admin fee / account holder | $1,382 | $10,062-86.3% | $22,799-93.9% | $7,339-81.2% |