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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 | $44,916 | $91,559-50.9% | $133,978-66.5% | $79,856-43.8% |
| Participation rate | 32.7% | 73.3%-40.7pp | 79.8%-47.2pp | 69.6%-36.9pp |
| Annual return | 9.31% | 61.85%-52.5pp | 45.10%-35.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $583 | $2,384-75.5% | $3,919-85.1% | $2,471-76.4% |
| Participant deferral / active EE | $1,208 | $3,734-67.7% | $5,047-76.1% | $3,741-67.7% |
| Admin fee / account holder | $2,671 | $6,321-57.7% | $8,930-70.1% | $5,306-49.7% |