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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 | $46,180 | $78,520-41.2% | $96,576-52.2% | $82,448-44.0% |
| Participation rate | 40.4% | 77.7%-37.4pp | 81.4%-41.1pp | 68.1%-27.7pp |
| Annual return | 13.80% | 41.30%-27.5pp | 38.47%-24.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $670 | $2,630-74.5% | $3,553-81.1% | $2,551-73.7% |
| Participant deferral / active EE | $2,779 | $6,754-58.9% | $7,956-65.1% | $4,139-32.9% |
| Admin fee / account holder | $5,314 | $13,455-60.5% | $11,381-53.3% | $7,234-26.5% |