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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 | $66,821 | $123,478-45.9% | $216,567-69.1% | $94,015-28.9% |
| Participation rate | 38.5% | 75.1%-36.6pp | 81.6%-43.2pp | 70.8%-32.4pp |
| Annual return | 6.90% | 23.61%-16.7pp | 12.94%-6.0pp | 17.84%-10.9pp |
| Employer contribution / active EE | $1,158 | $3,136-63.1% | $5,216-77.8% | $2,790-58.5% |
| Participant deferral / active EE | $1,998 | $4,556-56.1% | $6,191-67.7% | $4,249-53.0% |
| Admin fee / account holder | $16,733 | $12,753+31.2% | $21,981-23.9% | $8,951+86.9% |