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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 | $39,032 | $81,487-52.1% | $102,412-61.9% | $80,935-51.8% |
| Participation rate | 52.6% | 66.8%-14.2pp | 74.5%-21.9pp | 67.7%-15.0pp |
| Annual return | 9.40% | 25.60%-16.2pp | 24.94%-15.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $2,629 | $3,103-15.3% | $3,870-32.1% | $2,757-4.6% |
| Participant deferral / active EE | $939 | $3,871-75.7% | $5,060-81.4% | $4,299-78.2% |
| Admin fee / account holder | $3,425 | $6,717-49.0% | $8,388-59.2% | $6,924-50.5% |