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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 | $38,532 | $91,198-57.7% | $178,503-78.4% | $79,856-51.7% |
| Participation rate | 36.0% | 69.2%-33.2pp | 81.9%-45.9pp | 69.6%-33.6pp |
| Annual return | 8.86% | 24.20%-15.3pp | 151.12%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,494 | $3,257-54.1% | $5,011-70.2% | $2,471-39.6% |
| Participant deferral / active EE | $874 | $3,237-73.0% | $5,202-83.2% | $3,741-76.6% |
| Admin fee / account holder | $812 | $6,748-88.0% | $13,987-94.2% | $5,306-84.7% |