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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 | $27,638 | $76,551-63.9% | $123,894-77.7% | $62,881-56.0% |
| Participation rate | 43.8% | 73.0%-29.2pp | 81.4%-37.6pp | 69.3%-25.5pp |
| Annual return | 4.07% | 18.68%-14.6pp | 47.52%-43.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,083 | $2,882-62.4% | $4,617-76.5% | $2,281-52.5% |
| Participant deferral / active EE | $1,424 | $4,840-70.6% | $5,984-76.2% | $3,203-55.5% |
| Admin fee / account holder | $3,244 | $4,826-32.8% | $8,357-61.2% | $4,296-24.5% |