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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 | $36,738 | $91,559-59.9% | $133,971-72.6% | $79,852-54.0% |
| Participation rate | 40.6% | 73.3%-32.7pp | 79.8%-39.2pp | 69.6%-29.0pp |
| Annual return | 3.77% | 61.85%-58.1pp | 45.09%-41.3pp | 31.72%-28.0pp |
| Employer contribution / active EE | $1,098 | $2,384-53.9% | $3,919-72.0% | $2,471-55.6% |
| Participant deferral / active EE | $467 | $3,734-87.5% | $5,047-90.8% | $3,740-87.5% |
| Admin fee / account holder | $1,955 | $6,321-69.1% | $8,929-78.1% | $5,306-63.2% |