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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 | $39,834 | $101,795-60.9% | $165,100-75.9% | $80,959-50.8% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.7%-23.7pp |
| Annual return | 4.86% | 16.73%-11.9pp | 70.21%-65.4pp | 35.67%-30.8pp |
| Employer contribution / active EE | $890 | $2,954-69.9% | $4,348-79.5% | $2,757-67.7% |
| Participant deferral / active EE | $1,113 | $4,476-75.1% | $6,035-81.6% | $4,300-74.1% |
| Admin fee / account holder | $1,786 | $8,221-78.3% | $12,696-85.9% | $6,925-74.2% |