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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 | $39,851 | $78,707-49.4% | $117,861-66.2% | $70,126-43.2% |
| Participation rate | 56.9% | 73.2%-16.3pp | 79.7%-22.7pp | 69.5%-12.6pp |
| Annual return | 9.45% | 23.30%-13.8pp | 335.11%-325.7pp | 73.15%-63.7pp |
| Employer contribution / active EE | $938 | $2,223-57.8% | $3,786-75.2% | $2,343-60.0% |
| Participant deferral / active EE | $1,427 | $3,297-56.7% | $4,482-68.2% | $3,332-57.2% |
| Admin fee / account holder | $3,579 | $5,066-29.3% | $8,021-55.4% | $4,645-23.0% |