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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 | $34,569 | $81,504-57.6% | $102,437-66.3% | $80,959-57.3% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 10.13% | 25.60%-15.5pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $951 | $3,104-69.4% | $3,871-75.4% | $2,757-65.5% |
| Participant deferral / active EE | $1,583 | $3,871-59.1% | $5,060-68.7% | $4,300-63.2% |
| Admin fee / account holder | $3,897 | $6,719-42.0% | $8,388-53.5% | $6,925-43.7% |