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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 | $31,790 | $98,766-67.8% | $149,730-78.8% | $79,852-60.2% |
| Participation rate | 41.5% | 75.8%-34.3pp | 82.5%-41.0pp | 69.6%-28.2pp |
| Annual return | 9.20% | 27.43%-18.2pp | 276.70%-267.5pp | 31.72%-22.5pp |
| Employer contribution / active EE | $4,210 | $3,217+30.9% | $4,645-9.4% | $2,471+70.4% |
| Participant deferral / active EE | $1,855 | $5,681-67.3% | $6,843-72.9% | $3,740-50.4% |
| Admin fee / account holder | $4,602 | $6,052-24.0% | $9,310-50.6% | $5,306-13.3% |