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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 | $45,331 | $78,197-42.0% | $98,090-53.8% | $82,637-45.1% |
| Participation rate | 35.1% | 77.5%-42.3pp | 81.5%-46.4pp | 68.1%-32.9pp |
| Annual return | 10.04% | 40.25%-30.2pp | 37.05%-27.0pp | 53.51%-43.5pp |
| Employer contribution / active EE | $647 | $2,605-75.2% | $3,606-82.1% | $2,552-74.6% |
| Participant deferral / active EE | $1,191 | $6,636-82.1% | $7,845-84.8% | $4,126-71.1% |
| Admin fee / account holder | $1,331 | $14,832-91.0% | $11,815-88.7% | $7,339-81.9% |