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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 | $31,195 | $90,400-65.5% | $186,193-83.2% | $87,485-64.3% |
| Participation rate | 32.3% | 66.2%-33.9pp | 77.1%-44.9pp | 68.9%-36.7pp |
| Annual return | 12.33% | 22.15%-9.8pp | 78.03%-65.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,082 | $2,170-50.2% | $3,918-72.4% | $2,596-58.3% |
| Participant deferral / active EE | $1,405 | $4,330-67.6% | $6,513-78.4% | $4,274-67.1% |
| Admin fee / account holder | $1,387 | $8,673-84.0% | $11,058-87.5% | $7,775-82.2% |