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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 | $45,989 | $90,745-49.3% | $130,270-64.7% | $75,177-38.8% |
| Participation rate | 21.4% | 71.1%-49.6pp | 76.3%-54.8pp | 67.2%-45.8pp |
| Annual return | 12.01% | 34.45%-22.4pp | 38.89%-26.9pp | 160.75%-148.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,128-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $928 | $5,362-82.7% | $6,797-86.4% | $4,126-77.5% |
| Admin fee / account holder | $6,605 | $6,331+4.3% | $6,022+9.7% | $5,651+16.9% |