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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 | $46,454 | $58,627-20.8% | $76,735-39.5% | $82,448-43.7% |
| Participation rate | 28.1% | 63.2%-35.1pp | 69.5%-41.4pp | 68.1%-40.0pp |
| Annual return | 12.95% | 39.10%-26.1pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,089 | $1,729+20.8% | $2,454-14.9% | $2,551-18.1% |
| Participant deferral / active EE | $866 | $3,134-72.4% | $4,088-78.8% | $4,139-79.1% |
| Admin fee / account holder | $1,144 | $5,323-78.5% | $7,189-84.1% | $7,234-84.2% |