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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 | $34,226 | $106,749-67.9% | $145,433-76.5% | $82,448-58.5% |
| Participation rate | 56.8% | 75.6%-18.9pp | 82.1%-25.4pp | 68.1%-11.3pp |
| Annual return | 11.82% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,119 | $3,444-67.5% | $4,554-75.4% | $2,551-56.1% |
| Participant deferral / active EE | $2,457 | $6,519-62.3% | $7,897-68.9% | $4,139-40.6% |
| Admin fee / account holder | $841 | $8,390-90.0% | $13,129-93.6% | $7,234-88.4% |