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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 | $48,151 | $81,487-40.9% | $102,412-53.0% | $80,935-40.5% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 8.36% | 25.60%-17.2pp | 24.94%-16.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,018 | $3,103-67.2% | $3,870-73.7% | $2,757-63.1% |
| Participant deferral / active EE | $1,445 | $3,871-62.7% | $5,060-71.4% | $4,299-66.4% |
| Admin fee / account holder | $3,930 | $6,717-41.5% | $8,388-53.1% | $6,924-43.2% |