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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 | $40,578 | $62,672-35.3% | $185,117-78.1% | $70,126-42.1% |
| Participation rate | 35.8% | 63.8%-27.9pp | 77.3%-41.4pp | 69.5%-33.7pp |
| Annual return | 11.17% | 40.79%-29.6pp | 40.50%-29.3pp | 73.15%-62.0pp |
| Employer contribution / active EE | $691 | $1,753-60.6% | $4,182-83.5% | $2,343-70.5% |
| Participant deferral / active EE | $900 | $3,272-72.5% | $5,045-82.2% | $3,332-73.0% |
| Admin fee / account holder | $3,485 | $3,932-11.4% | $8,159-57.3% | $4,645-25.0% |