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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 | $34,726 | $86,940-60.1% | $102,434-66.1% | $80,935-57.1% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 6.35% | 18.89%-12.5pp | 29.46%-23.1pp | 35.66%-29.3pp |
| Employer contribution / active EE | $898 | $2,370-62.1% | $3,023-70.3% | $2,757-67.4% |
| Participant deferral / active EE | $1,427 | $4,121-65.4% | $5,055-71.8% | $4,299-66.8% |
| Admin fee / account holder | $7,785 | $8,047-3.3% | $9,462-17.7% | $6,924+12.4% |