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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 | $77,492-49.9% | $100,398-61.3% | $80,911-52.0% |
| Participation rate | 45.2% | 76.9%-31.8pp | 81.5%-36.3pp | 67.6%-22.5pp |
| Annual return | 10.55% | 37.23%-26.7pp | 49.32%-38.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $945 | $2,800-66.3% | $3,946-76.1% | $2,756-65.7% |
| Participant deferral / active EE | $1,633 | $6,817-76.0% | $8,084-79.8% | $4,297-62.0% |
| Admin fee / account holder | $1,638 | $5,892-72.2% | $7,893-79.2% | $6,935-76.4% |