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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 | $38,560 | $86,940-55.6% | $102,434-62.4% | $80,935-52.4% |
| Participation rate | 48.6% | 72.4%-23.8pp | 76.5%-27.9pp | 67.7%-19.1pp |
| Annual return | 9.87% | 18.89%-9.0pp | 29.46%-19.6pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,559 | $4,121-62.2% | $5,055-69.2% | $4,299-63.8% |
| Admin fee / account holder | $2,329 | $8,047-71.1% | $9,462-75.4% | $6,924-66.4% |