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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 | $35,899 | $77,472-53.7% | $100,392-64.2% | $80,935-55.6% |
| Participation rate | 57.5% | 76.9%-19.4pp | 81.5%-24.0pp | 67.7%-10.1pp |
| Annual return | 11.31% | 37.26%-26.0pp | 49.45%-38.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,280 | $2,800-54.3% | $3,941-67.5% | $2,757-53.6% |
| Participant deferral / active EE | $2,653 | $6,818-61.1% | $8,090-67.2% | $4,299-38.3% |
| Admin fee / account holder | $1,838 | $5,885-68.8% | $7,904-76.7% | $6,924-73.5% |