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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 | $36,704 | $53,774-31.7% | $134,162-72.6% | $79,856-54.0% |
| Participation rate | 41.4% | 58.8%-17.4pp | 72.2%-30.8pp | 69.6%-28.3pp |
| Annual return | 7.35% | 19.01%-11.7pp | 36.35%-29.0pp | 31.71%-24.4pp |
| Employer contribution / active EE | $355 | $1,322-73.1% | $3,705-90.4% | $2,471-85.6% |
| Participant deferral / active EE | $810 | $2,420-66.5% | $3,500-76.8% | $3,741-78.3% |
| Admin fee / account holder | $1,765 | $3,985-55.7% | $6,685-73.6% | $5,306-66.7% |