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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 | $48,572 | $135,956-64.3% | $123,894-60.8% | $273,972-82.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 3.60% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,113 | $5,170-78.5% | $4,617-75.9% | $4,869-77.1% |
| Participant deferral / active EE | $1,811 | $6,343-71.4% | $5,984-69.7% | $5,287-65.7% |
| Admin fee / account holder | $3,047 | $9,817-69.0% | $8,357-63.5% | $10,133-69.9% |