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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 | $37,300 | $73,981-49.6% | $105,754-64.7% | $62,881-40.7% |
| Participation rate | 40.3% | 71.7%-31.4pp | 78.9%-38.6pp | 69.3%-29.0pp |
| Annual return | 4.63% | 17.60%-13.0pp | 12.25%-7.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $561 | $2,856-80.3% | $4,079-86.2% | $2,281-75.4% |
| Participant deferral / active EE | $1,303 | $4,038-67.7% | $5,326-75.5% | $3,203-59.3% |
| Admin fee / account holder | $4,023 | $5,976-32.7% | $8,309-51.6% | $4,296-6.4% |