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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 | $46,849 | $70,684-33.7% | $169,390-72.3% | $75,173-37.7% |
| Participation rate | 27.5% | 64.8%-37.3pp | 77.2%-49.7pp | 67.2%-39.8pp |
| Annual return | 12.48% | 36.38%-23.9pp | 406.07%-393.6pp | 160.72%-148.2pp |
| Employer contribution / active EE | $3,379 | $2,211+52.8% | $4,013-15.8% | $2,671+26.5% |
| Participant deferral / active EE | $790 | $4,310-81.7% | $6,222-87.3% | $4,126-80.8% |
| Admin fee / account holder | $3,379 | $5,404-37.5% | $9,015-62.5% | $5,651-40.2% |