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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 | $33,466 | $83,485-59.9% | $125,192-73.3% | $72,975-54.1% |
| Participation rate | 42.1% | 73.3%-31.2pp | 79.8%-37.7pp | 69.5%-27.4pp |
| Annual return | 16.04% | 25.77%-9.7pp | 43.79%-27.8pp | 81.01%-65.0pp |
| Employer contribution / active EE | $924 | $2,346-60.6% | $3,866-76.1% | $2,440-62.1% |
| Participant deferral / active EE | $1,551 | $3,586-56.8% | $4,937-68.6% | $3,608-57.0% |
| Admin fee / account holder | $2,757 | $5,518-50.0% | $9,704-71.6% | $5,124-46.2% |