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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 | $38,828 | $70,486-44.9% | $100,528-61.4% | $79,852-51.4% |
| Participation rate | 58.2% | 73.6%-15.5pp | 79.4%-21.2pp | 69.6%-11.5pp |
| Annual return | 10.86% | 21.90%-11.0pp | 30.90%-20.0pp | 31.72%-20.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,264 | $5,182-75.6% | $6,271-79.9% | $3,740-66.2% |
| Admin fee / account holder | $5,458 | $4,480+21.8% | $8,084-32.5% | $5,306+2.9% |