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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 | $38,866 | $77,472-49.8% | $100,415-61.3% | $80,959-52.0% |
| Participation rate | 30.4% | 76.9%-46.5pp | 81.5%-51.1pp | 67.7%-37.2pp |
| Annual return | 9.89% | 37.26%-27.4pp | 49.47%-39.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,308 | $6,818-80.8% | $8,091-83.8% | $4,300-69.6% |
| Admin fee / account holder | $6,865 | $5,885+16.7% | $7,906-13.2% | $6,925-0.9% |