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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 | $110,137-67.8% | $161,149-78.0% | $82,637-57.1% |
| Participation rate | 42.0% | 72.4%-30.4pp | 78.8%-36.8pp | 68.1%-26.1pp |
| Annual return | 11.44% | 20.69%-9.2pp | 21.16%-9.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $984 | $2,856-65.6% | $4,360-77.4% | $2,552-61.5% |
| Participant deferral / active EE | $1,894 | $4,575-58.6% | $6,153-69.2% | $4,126-54.1% |
| Admin fee / account holder | $6,788 | $9,467-28.3% | $15,194-55.3% | $7,339-7.5% |