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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 | $47,469 | $48,337-1.8% | $67,560-29.7% | $80,959-41.4% |
| Participation rate | 32.9% | 66.4%-33.5pp | 72.9%-40.0pp | 67.7%-34.7pp |
| Annual return | 8.38% | 18.26%-9.9pp | 3533.50%-3525.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $589 | $2,023-70.9% | $2,737-78.5% | $2,757-78.6% |
| Participant deferral / active EE | $785 | $2,928-73.2% | $4,004-80.4% | $4,300-81.7% |
| Admin fee / account holder | $1,145 | $3,695-69.0% | $3,994-71.3% | $6,925-83.5% |