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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 | $34,015 | $91,559-62.8% | $133,978-74.6% | $79,856-57.4% |
| Participation rate | 38.2% | 73.3%-35.2pp | 79.8%-41.7pp | 69.6%-31.5pp |
| Annual return | 3.86% | 61.85%-58.0pp | 45.10%-41.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $700 | $2,384-70.6% | $3,919-82.1% | $2,471-71.7% |
| Participant deferral / active EE | $1,048 | $3,734-71.9% | $5,047-79.2% | $3,741-72.0% |
| Admin fee / account holder | $3,768 | $6,321-40.4% | $8,930-57.8% | $5,306-29.0% |