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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 | $60,190 | $101,798-40.9% | $165,071-63.5% | $80,935-25.6% |
| Participation rate | 44.3% | 71.8%-27.6pp | 78.6%-34.4pp | 67.7%-23.4pp |
| Annual return | 8.35% | 16.73%-8.4pp | 70.17%-61.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,010 | $2,954-65.8% | $4,347-76.8% | $2,757-63.4% |
| Participant deferral / active EE | $1,378 | $4,476-69.2% | $6,035-77.2% | $4,299-68.0% |
| Admin fee / account holder | $5,099 | $8,221-38.0% | $12,695-59.8% | $6,924-26.4% |