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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 | $37,981 | $80,983-53.1% | $96,544-60.7% | $75,177-49.5% |
| Participation rate | 69.7% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 2.47% | 27.05%-24.6pp | 25.88%-23.4pp | 160.75%-158.3pp |
| Employer contribution / active EE | $3,788 | $2,282+66.0% | $2,966+27.7% | $2,671+41.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $781 | $6,717-88.4% | $8,254-90.5% | $5,651-86.2% |