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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 | $46,676 | $93,598-50.1% | $135,974-65.7% | $75,173-37.9% |
| Participation rate | 47.7% | 75.2%-27.5pp | 81.9%-34.2pp | 67.2%-19.5pp |
| Annual return | 14.75% | 30.89%-16.1pp | 68.30%-53.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,828 | $3,538-48.3% | $4,859-62.4% | $2,671-31.6% |
| Participant deferral / active EE | $1,940 | $6,405-69.7% | $7,760-75.0% | $4,126-53.0% |
| Admin fee / account holder | $979 | $6,978-86.0% | $10,767-90.9% | $5,651-82.7% |