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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 | $44,512 | $79,867-44.3% | $120,344-63.0% | $64,340-30.8% |
| Participation rate | 41.4% | 63.0%-21.5pp | 76.7%-35.3pp | 55.2%-13.8pp |
| Annual return | 9.30% | 21.10%-11.8pp | 20.30%-11.0pp | 24.14%-14.8pp |
| Employer contribution / active EE | $713 | $1,925-63.0% | $3,020-76.4% | $1,862-61.7% |
| Participant deferral / active EE | $1,343 | $3,593-62.6% | $5,135-73.8% | $2,980-54.9% |
| Admin fee / account holder | $1,084 | $5,039-78.5% | $12,742-91.5% | $3,703-70.7% |