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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 | $40,957 | $81,262-49.6% | $155,602-73.7% | $80,911-49.4% |
| Participation rate | 36.7% | 66.2%-29.5pp | 78.2%-41.5pp | 67.6%-30.9pp |
| Annual return | 10.38% | 33.34%-23.0pp | 64.81%-54.4pp | 35.63%-25.2pp |
| Employer contribution / active EE | $656 | $3,102-78.8% | $4,675-86.0% | $2,756-76.2% |
| Participant deferral / active EE | $783 | $3,451-77.3% | $5,629-86.1% | $4,297-81.8% |
| Admin fee / account holder | $7,206 | $7,992-9.8% | $15,923-54.7% | $6,935+3.9% |