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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 | $36,809 | $88,672-58.5% | $105,223-65.0% | $82,448-55.4% |
| Participation rate | 34.4% | 67.9%-33.5pp | 75.0%-40.7pp | 68.1%-33.7pp |
| Annual return | 12.11% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $801 | $3,048-73.7% | $3,689-78.3% | $2,551-68.6% |
| Participant deferral / active EE | $1,472 | $4,036-63.5% | $5,072-71.0% | $4,139-64.4% |
| Admin fee / account holder | $3,611 | $7,146-49.5% | $8,859-59.2% | $7,234-50.1% |