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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 | $39,123 | $77,492-49.5% | $100,398-61.0% | $80,911-51.6% |
| Participation rate | 46.2% | 76.9%-30.8pp | 81.5%-35.3pp | 67.6%-21.5pp |
| Annual return | 6.04% | 37.23%-31.2pp | 49.32%-43.3pp | 35.63%-29.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,325 | $6,817-80.6% | $8,084-83.6% | $4,297-69.2% |
| Admin fee / account holder | $5,102 | $5,892-13.4% | $7,893-35.4% | $6,935-26.4% |