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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 | $37,729 | $105,145-64.1% | $94,664-60.1% | $139,466-72.9% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 11.50% | 38.09%-26.6pp | 156.84%-145.3pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,084 | $4,107-73.6% | $3,673-70.5% | $4,754-77.2% |
| Participant deferral / active EE | $1,423 | $7,599-81.3% | $7,417-80.8% | $6,712-78.8% |
| Admin fee / account holder | $11,648 | $8,972+29.8% | $7,222+61.3% | $11,409+2.1% |