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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 | $57,817 | $86,938-33.5% | $102,423-43.6% | $80,925-28.6% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 9.45% | 18.89%-9.4pp | 29.42%-20.0pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,028 | $2,369-56.6% | $3,023-66.0% | $2,756-62.7% |
| Participant deferral / active EE | $1,829 | $4,120-55.6% | $5,054-63.8% | $4,299-57.5% |
| Admin fee / account holder | $3,205 | $8,053-60.2% | $9,455-66.1% | $6,940-53.8% |