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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 | $33,974 | $77,523-56.2% | $100,383-66.2% | $80,874-58.0% |
| Participation rate | 56.1% | 77.0%-20.9pp | 81.5%-25.4pp | 67.6%-11.6pp |
| Annual return | 9.26% | 37.21%-27.9pp | 49.26%-40.0pp | 35.62%-26.4pp |
| Employer contribution / active EE | $900 | $2,801-67.9% | $3,944-77.2% | $2,756-67.3% |
| Participant deferral / active EE | $2,715 | $6,822-60.2% | $8,086-66.4% | $4,297-36.8% |
| Admin fee / account holder | $2,569 | $5,899-56.5% | $7,900-67.5% | $6,935-63.0% |