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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 | $32,513 | $76,551-57.5% | $123,894-73.8% | $62,881-48.3% |
| Participation rate | 61.3% | 73.0%-11.7pp | 81.4%-20.1pp | 69.3%-8.0pp |
| Annual return | 3.90% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $570 | $2,882-80.2% | $4,617-87.6% | $2,281-75.0% |
| Participant deferral / active EE | $1,284 | $4,840-73.5% | $5,984-78.5% | $3,203-59.9% |
| Admin fee / account holder | $1,891 | $4,826-60.8% | $8,357-77.4% | $4,296-56.0% |