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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 | $45,204 | $76,696-41.1% | $96,515-53.2% | $71,511-36.8% |
| Participation rate | 31.9% | 66.6%-34.7pp | 74.3%-42.5pp | 67.9%-36.1pp |
| Annual return | 13.94% | 48.32%-34.4pp | 35.73%-21.8pp | 28.86%-14.9pp |
| Employer contribution / active EE | $873 | $3,032-71.2% | $3,740-76.7% | $2,589-66.3% |
| Participant deferral / active EE | $869 | $3,770-76.9% | $4,880-82.2% | $4,291-79.7% |
| Admin fee / account holder | $1,765 | $2,030-13.0% | $6,735-73.8% | $1,588+11.1% |