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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 | $46,529 | $76,107-38.9% | $96,576-51.8% | $71,495-34.9% |
| Participation rate | 43.0% | 74.4%-31.4pp | 76.0%-33.0pp | 67.9%-24.9pp |
| Annual return | 11.02% | 22.81%-11.8pp | 25.87%-14.9pp | 28.85%-17.8pp |
| Employer contribution / active EE | $1,111 | $2,247-50.6% | $2,965-62.5% | $2,589-57.1% |
| Participant deferral / active EE | $1,690 | $4,218-59.9% | $4,851-65.2% | $4,291-60.6% |
| Admin fee / account holder | $32,409 | $2,708+1096.9% | $8,253+292.7% | $1,588+1941.2% |