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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 | $38,436 | $114,712-66.5% | $173,730-77.9% | $87,485-56.1% |
| Participation rate | 66.7% | 73.0%-6.3pp | 79.6%-12.9pp | 68.9%-2.3pp |
| Annual return | 8.97% | 20.18%-11.2pp | 19.96%-11.0pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,300 | $2,904-55.2% | $4,577-71.6% | $2,596-49.9% |
| Participant deferral / active EE | $1,901 | $4,642-59.0% | $6,326-70.0% | $4,274-55.5% |
| Admin fee / account holder | $2,893 | $10,210-71.7% | $17,523-83.5% | $7,775-62.8% |