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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 | $33,062 | $108,825-69.6% | $156,181-78.8% | $82,448-59.9% |
| Participation rate | 21.9% | 72.4%-50.5pp | 78.8%-57.0pp | 68.1%-46.2pp |
| Annual return | 8.95% | 20.59%-11.6pp | 64.87%-55.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $845 | $2,870-70.6% | $4,294-80.3% | $2,551-66.9% |
| Participant deferral / active EE | $1,491 | $4,577-67.4% | $6,132-75.7% | $4,139-64.0% |
| Admin fee / account holder | $378 | $9,341-96.0% | $14,586-97.4% | $7,234-94.8% |