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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 | $32,105 | $82,882-61.3% | $127,803-74.9% | $72,975-56.0% |
| Participation rate | 51.6% | 71.5%-19.9pp | 79.0%-27.4pp | 69.5%-17.9pp |
| Annual return | 9.18% | 32.20%-23.0pp | 26.14%-17.0pp | 81.01%-71.8pp |
| Employer contribution / active EE | $1,305 | $3,346-61.0% | $4,576-71.5% | $2,440-46.5% |
| Participant deferral / active EE | $1,603 | $4,791-66.5% | $6,023-73.4% | $3,608-55.6% |
| Admin fee / account holder | $3,650 | $6,487-43.7% | $9,399-61.2% | $5,124-28.8% |