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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 | $37,085 | $94,031-60.6% | $115,768-68.0% | $82,448-55.0% |
| Participation rate | 48.1% | 70.4%-22.3pp | 74.4%-26.2pp | 68.1%-19.9pp |
| Annual return | 7.54% | 20.61%-13.1pp | 100.46%-92.9pp | 41.64%-34.1pp |
| Employer contribution / active EE | $1,061 | $2,323-54.3% | $2,940-63.9% | $2,551-58.4% |
| Participant deferral / active EE | $1,530 | $3,972-61.5% | $4,917-68.9% | $4,139-63.0% |
| Admin fee / account holder | $5,588 | $10,249-45.5% | $12,439-55.1% | $7,234-22.8% |