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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 | $34,757 | $101,778-65.8% | $164,975-78.9% | $80,925-57.0% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.8pp | 67.7%-24.8pp |
| Annual return | 8.21% | 16.73%-8.5pp | 70.12%-61.9pp | 35.65%-27.4pp |
| Employer contribution / active EE | $911 | $2,954-69.2% | $4,343-79.0% | $2,756-66.9% |
| Participant deferral / active EE | $1,719 | $4,477-61.6% | $6,033-71.5% | $4,299-60.0% |
| Admin fee / account holder | $586 | $8,221-92.9% | $12,688-95.4% | $6,940-91.6% |