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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 | $84,179 | $97,648-13.8% | $121,663-30.8% | $87,485-3.8% |
| Participation rate | 44.8% | 70.5%-25.6pp | 74.5%-29.7pp | 68.9%-24.1pp |
| Annual return | 10.76% | 18.03%-7.3pp | 147.54%-136.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,052 | $2,300-54.3% | $3,020-65.2% | $2,596-59.5% |
| Participant deferral / active EE | $1,497 | $3,923-61.8% | $4,887-69.4% | $4,274-65.0% |
| Admin fee / account holder | $2,435 | $11,100-78.1% | $14,289-83.0% | $7,775-68.7% |