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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 | $39,211 | $64,359-39.1% | $90,161-56.5% | $70,126-44.1% |
| Participation rate | 53.1% | 70.4%-17.3pp | 76.9%-23.7pp | 69.5%-16.4pp |
| Annual return | 10.95% | 28.13%-17.2pp | 34.89%-23.9pp | 73.15%-62.2pp |
| Employer contribution / active EE | $906 | $2,046-55.7% | $3,318-72.7% | $2,343-61.3% |
| Participant deferral / active EE | $447 | $4,389-89.8% | $5,287-91.5% | $3,332-86.6% |
| Admin fee / account holder | $1,895 | $3,945-52.0% | $5,943-68.1% | $4,645-59.2% |