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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 | $32,425 | $76,551-57.6% | $123,894-73.8% | $62,881-48.4% |
| Participation rate | 32.8% | 73.0%-40.2pp | 81.4%-48.7pp | 69.3%-36.5pp |
| Annual return | 4.29% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $959 | $2,882-66.7% | $4,617-79.2% | $2,281-58.0% |
| Participant deferral / active EE | $1,105 | $4,840-77.2% | $5,984-81.5% | $3,203-65.5% |
| Admin fee / account holder | $13,658 | $4,826+183.0% | $8,357+63.4% | $4,296+218.0% |