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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 | $78,429 | $87,834-10.7% | $133,975-41.5% | $62,881+24.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 87.1%-31.5pp | 69.3%-13.7pp |
| Annual return | 4.60% | 12.05%-7.4pp | 29.29%-24.7pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,629 | $3,482-53.2% | $5,211-68.7% | $2,281-28.6% |
| Participant deferral / active EE | $1,981 | $4,812-58.8% | $6,282-68.5% | $3,203-38.2% |
| Admin fee / account holder | $3,824 | $5,372-28.8% | $9,324-59.0% | $4,296-11.0% |