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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 | $40,460 | $86,949-53.5% | $102,460-60.5% | $80,959-50.0% |
| Participation rate | 55.2% | 72.4%-17.2pp | 76.5%-21.3pp | 67.7%-12.5pp |
| Annual return | 9.28% | 18.89%-9.6pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,037 | $4,121-74.8% | $5,056-79.5% | $4,300-75.9% |
| Admin fee / account holder | $381 | $8,048-95.3% | $9,460-96.0% | $6,925-94.5% |