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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 | $49,322 | $92,811-46.9% | $238,191-79.3% | $86,983-43.3% |
| Participation rate | 20.9% | 69.3%-48.5pp | 77.1%-56.2pp | 69.5%-48.7pp |
| Annual return | 10.30% | 16.16%-5.9pp | 13.02%-2.7pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,118 | $2,728-59.0% | $5,082-78.0% | $2,584-56.7% |
| Participant deferral / active EE | $1,118 | $4,479-75.0% | $6,726-83.4% | $4,194-73.3% |
| Admin fee / account holder | $1,440 | $9,177-84.3% | $34,582-95.8% | $7,856-81.7% |