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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 | $44,491 | $95,404-53.4% | $113,397-60.8% | $82,637-46.2% |
| Participation rate | 32.9% | 72.8%-39.9pp | 76.5%-43.6pp | 68.1%-35.1pp |
| Annual return | 12.12% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $975 | $2,307-57.7% | $2,977-67.2% | $2,552-61.8% |
| Participant deferral / active EE | $1,538 | $4,220-63.6% | $5,076-69.7% | $4,126-62.7% |
| Admin fee / account holder | $359 | $9,168-96.1% | $11,957-97.0% | $7,339-95.1% |