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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 | $42,666 | $77,472-44.9% | $100,392-57.5% | $80,935-47.3% |
| Participation rate | 35.1% | 76.9%-41.8pp | 81.5%-46.4pp | 67.7%-32.5pp |
| Annual return | 5.00% | 37.26%-32.3pp | 49.45%-44.5pp | 35.66%-30.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $950 | $6,818-86.1% | $8,090-88.3% | $4,299-77.9% |
| Admin fee / account holder | $5,639 | $5,885-4.2% | $7,904-28.7% | $6,924-18.6% |