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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 | $77,492-49.8% | $100,398-61.3% | $80,911-52.0% |
| Participation rate | 30.4% | 76.9%-46.5pp | 81.5%-51.1pp | 67.6%-37.2pp |
| Annual return | 9.89% | 37.23%-27.3pp | 49.32%-39.4pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,308 | $6,817-80.8% | $8,084-83.8% | $4,297-69.6% |
| Admin fee / account holder | $6,865 | $5,892+16.5% | $7,893-13.0% | $6,935-1.0% |