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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 | $35,427 | $108,825-67.4% | $156,181-77.3% | $82,448-57.0% |
| Participation rate | 42.0% | 72.4%-30.4pp | 78.8%-36.8pp | 68.1%-26.1pp |
| Annual return | 11.44% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $984 | $2,870-65.7% | $4,294-77.1% | $2,551-61.4% |
| Participant deferral / active EE | $1,894 | $4,577-58.6% | $6,132-69.1% | $4,139-54.2% |
| Admin fee / account holder | $6,788 | $9,341-27.3% | $14,586-53.5% | $7,234-6.2% |