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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 | $51,063 | $106,749-52.2% | $145,433-64.9% | $82,448-38.1% |
| Participation rate | 55.9% | 75.6%-19.8pp | 82.1%-26.2pp | 68.1%-12.2pp |
| Annual return | 12.92% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,189 | $3,444-65.5% | $4,554-73.9% | $2,551-53.4% |
| Participant deferral / active EE | $2,071 | $6,519-68.2% | $7,897-73.8% | $4,139-50.0% |
| Admin fee / account holder | $19,762 | $8,390+135.5% | $13,129+50.5% | $7,234+173.2% |