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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 | $33,930 | $80,985-58.1% | $96,576-64.9% | $75,181-54.9% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 12.35% | 27.05%-14.7pp | 25.87%-13.5pp | 160.69%-148.3pp |
| Employer contribution / active EE | $1,032 | $2,282-54.8% | $2,965-65.2% | $2,671-61.4% |
| Participant deferral / active EE | $1,365 | $3,929-65.2% | $4,851-71.9% | $4,126-66.9% |
| Admin fee / account holder | $1,148 | $6,719-82.9% | $8,253-86.1% | $5,650-79.7% |