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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 | $37,051 | $56,894-34.9% | $84,753-56.3% | $62,881-41.1% |
| Participation rate | 38.0% | 68.5%-30.5pp | 76.6%-38.6pp | 69.3%-31.3pp |
| Annual return | 4.11% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,768 | $2,400+57.0% | $3,574+5.4% | $2,281+65.2% |
| Participant deferral / active EE | $439 | $2,709-83.8% | $3,712-88.2% | $3,203-86.3% |
| Admin fee / account holder | $2,831 | $3,581-21.0% | $5,333-46.9% | $4,296-34.1% |