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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 | $30,440 | $89,515-66.0% | $103,486-70.6% | $80,935-62.4% |
| Participation rate | 36.5% | 76.0%-39.5pp | 80.5%-44.1pp | 67.7%-31.2pp |
| Annual return | 10.87% | 22.82%-11.9pp | 23.93%-13.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,001 | $4,015-75.1% | $4,679-78.6% | $2,757-63.7% |
| Participant deferral / active EE | $1,700 | $5,463-68.9% | $6,628-74.4% | $4,299-60.5% |
| Admin fee / account holder | $7,672 | $6,527+17.5% | $9,354-18.0% | $6,924+10.8% |