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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 | $38,725 | $54,757-29.3% | $90,300-57.1% | $72,983-46.9% |
| Participation rate | 37.0% | 65.1%-28.1pp | 73.3%-36.2pp | 69.5%-32.4pp |
| Annual return | 4.71% | 30.63%-25.9pp | 78.11%-73.4pp | 81.01%-76.3pp |
| Employer contribution / active EE | $982 | $2,092-53.1% | $2,854-65.6% | $2,440-59.8% |
| Participant deferral / active EE | $557 | $2,887-80.7% | $3,884-85.7% | $3,608-84.6% |
| Admin fee / account holder | $663 | $3,972-83.3% | $5,353-87.6% | $5,124-87.1% |