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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 | $57,729 | $88,186-34.5% | $165,071-65.0% | $74,459-22.5% |
| Participation rate | 28.1% | 73.1%-45.1pp | 78.6%-50.6pp | 67.2%-39.2pp |
| Annual return | 8.92% | 17.13%-8.2pp | 70.17%-61.3pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $1,041 | $2,600-60.0% | $4,347-76.1% | $2,626-60.4% |
| Participant deferral / active EE | $1,855 | $4,505-58.8% | $6,035-69.3% | $4,350-57.4% |
| Admin fee / account holder | $2,029 | $2,234-9.2% | $12,695-84.0% | $1,945+4.3% |