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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 | $40,386 | $59,839-32.5% | $81,991-50.7% | $79,852-49.4% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.3%-35.9pp | 69.6%-36.3pp |
| Annual return | 6.08% | 17.56%-11.5pp | 41.31%-35.2pp | 31.72%-25.6pp |
| Employer contribution / active EE | $990 | $1,713-42.2% | $2,498-60.4% | $2,471-60.0% |
| Participant deferral / active EE | $773 | $2,695-71.3% | $3,722-79.2% | $3,740-79.3% |
| Admin fee / account holder | $625 | $4,287-85.4% | $5,665-89.0% | $5,306-88.2% |