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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 | $35,343 | $67,602-47.7% | $82,312-57.1% | $70,126-49.6% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 10.07% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.1pp |
| Employer contribution / active EE | $492 | $1,755-72.0% | $2,428-79.7% | $2,343-79.0% |
| Participant deferral / active EE | $1,053 | $2,987-64.8% | $3,706-71.6% | $3,332-68.4% |
| Admin fee / account holder | $1,311 | $4,512-70.9% | $5,608-76.6% | $4,645-71.8% |