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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 | $38,805 | $77,472-49.9% | $100,392-61.3% | $80,935-52.1% |
| Participation rate | 45.2% | 76.9%-31.8pp | 81.5%-36.3pp | 67.7%-22.5pp |
| Annual return | 10.55% | 37.26%-26.7pp | 49.45%-38.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $945 | $2,800-66.3% | $3,941-76.0% | $2,757-65.7% |
| Participant deferral / active EE | $1,633 | $6,818-76.0% | $8,090-79.8% | $4,299-62.0% |
| Admin fee / account holder | $1,638 | $5,885-72.2% | $7,904-79.3% | $6,924-76.3% |