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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 | $35,819 | $101,795-64.8% | $165,100-78.3% | $80,959-55.8% |
| Participation rate | 51.5% | 71.8%-20.3pp | 78.6%-27.1pp | 67.7%-16.2pp |
| Annual return | 2.69% | 16.73%-14.0pp | 70.21%-67.5pp | 35.67%-33.0pp |
| Employer contribution / active EE | $1,103 | $2,954-62.6% | $4,348-74.6% | $2,757-60.0% |
| Participant deferral / active EE | $1,286 | $4,476-71.3% | $6,035-78.7% | $4,300-70.1% |
| Admin fee / account holder | $5,800 | $8,221-29.4% | $12,696-54.3% | $6,925-16.2% |