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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 | $32,589 | $81,276-59.9% | $155,574-79.1% | $80,925-59.7% |
| Participation rate | 31.3% | 66.2%-35.0pp | 78.2%-47.0pp | 67.7%-36.4pp |
| Annual return | 9.36% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $435 | $3,103-86.0% | $4,676-90.7% | $2,756-84.2% |
| Participant deferral / active EE | $704 | $3,453-79.6% | $5,629-87.5% | $4,299-83.6% |
| Admin fee / account holder | $1,991 | $7,993-75.1% | $15,914-87.5% | $6,940-71.3% |