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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 | $53,911 | $61,605-12.5% | $112,273-52.0% | $75,181-28.3% |
| Participation rate | 15.7% | 61.7%-46.0pp | 72.4%-56.7pp | 67.2%-51.5pp |
| Annual return | 8.61% | 28.47%-19.9pp | 30.23%-21.6pp | 160.69%-152.1pp |
| Employer contribution / active EE | $1,660 | $2,015-17.6% | $3,431-51.6% | $2,671-37.8% |
| Participant deferral / active EE | $1,082 | $3,108-65.2% | $4,800-77.4% | $4,126-73.8% |
| Admin fee / account holder | $997 | $4,862-79.5% | $7,752-87.1% | $5,650-82.4% |