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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 | $36,204 | $52,580-31.1% | $71,671-49.5% | $70,126-48.4% |
| Participation rate | 37.2% | 60.9%-23.7pp | 68.7%-31.5pp | 69.5%-32.3pp |
| Annual return | 10.95% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $392 | $1,616-75.8% | $2,460-84.1% | $2,343-83.3% |
| Participant deferral / active EE | $657 | $2,386-72.5% | $3,438-80.9% | $3,332-80.3% |
| Admin fee / account holder | $3,287 | $3,653-10.0% | $5,558-40.9% | $4,645-29.2% |