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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 | $34,006 | $76,551-55.6% | $123,894-72.6% | $62,881-45.9% |
| Participation rate | 44.0% | 73.0%-29.0pp | 81.4%-37.4pp | 69.3%-25.3pp |
| Annual return | 2.29% | 18.68%-16.4pp | 47.52%-45.2pp | 20.14%-17.8pp |
| Employer contribution / active EE | $973 | $2,882-66.2% | $4,617-78.9% | $2,281-57.3% |
| Participant deferral / active EE | $1,891 | $4,840-60.9% | $5,984-68.4% | $3,203-41.0% |
| Admin fee / account holder | $2,868 | $4,826-40.6% | $8,357-65.7% | $4,296-33.2% |