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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 | $33,926 | $106,749-68.2% | $145,433-76.7% | $82,448-58.9% |
| Participation rate | 35.2% | 75.6%-40.4pp | 82.1%-46.9pp | 68.1%-32.9pp |
| Annual return | 13.57% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,083 | $3,444-68.6% | $4,554-76.2% | $2,551-57.5% |
| Participant deferral / active EE | $1,866 | $6,519-71.4% | $7,897-76.4% | $4,139-54.9% |
| Admin fee / account holder | $1,003 | $8,390-88.0% | $13,129-92.4% | $7,234-86.1% |