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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 | $38,106 | $68,878-44.7% | $120,574-68.4% | $80,935-52.9% |
| Participation rate | 37.8% | 61.7%-23.9pp | 71.9%-34.2pp | 67.7%-29.9pp |
| Annual return | 9.38% | 23.67%-14.3pp | 107.42%-98.0pp | 35.66%-26.3pp |
| Employer contribution / active EE | $547 | $2,065-73.5% | $3,471-84.2% | $2,757-80.2% |
| Participant deferral / active EE | $862 | $3,189-73.0% | $4,996-82.7% | $4,299-80.0% |
| Admin fee / account holder | $711 | $5,782-87.7% | $9,445-92.5% | $6,924-89.7% |