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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 | $38,046 | $97,289-60.9% | $92,805-59.0% | $155,188-75.5% |
| Participation rate | 58.3% | 84.2%-25.8pp | 83.5%-25.2pp | 80.8%-22.5pp |
| Annual return | 3.12% | 29.03%-25.9pp | 31.59%-28.5pp | 148.84%-145.7pp |
| Employer contribution / active EE | $3,451 | $3,632-5.0% | $3,424+0.8% | $4,248-18.8% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,263 | $12,015-47.9% | $10,911-42.6% | $14,480-56.7% |