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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 | $38,837 | $76,551-49.3% | $123,894-68.7% | $62,881-38.2% |
| Participation rate | 44.4% | 73.0%-28.5pp | 81.4%-37.0pp | 69.3%-24.9pp |
| Annual return | 5.36% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $570 | $2,882-80.2% | $4,617-87.7% | $2,281-75.0% |
| Participant deferral / active EE | $966 | $4,840-80.0% | $5,984-83.9% | $3,203-69.8% |
| Admin fee / account holder | $2,327 | $4,826-51.8% | $8,357-72.2% | $4,296-45.8% |