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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 | $39,555 | $81,504-51.5% | $102,437-61.4% | $80,959-51.1% |
| Participation rate | 61.4% | 66.9%-5.4pp | 74.5%-13.1pp | 67.7%-6.2pp |
| Annual return | 6.80% | 25.60%-18.8pp | 24.95%-18.2pp | 35.67%-28.9pp |
| Employer contribution / active EE | $3,750 | $3,104+20.8% | $3,871-3.1% | $2,757+36.0% |
| Participant deferral / active EE | $1,051 | $3,871-72.8% | $5,060-79.2% | $4,300-75.6% |
| Admin fee / account holder | $2,710 | $6,719-59.7% | $8,388-67.7% | $6,925-60.9% |