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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 | $34,437 | $77,896-55.8% | $134,172-74.3% | $82,448-58.2% |
| Participation rate | 41.7% | 62.8%-21.1pp | 72.5%-30.8pp | 68.1%-26.4pp |
| Annual return | 10.79% | 18.21%-7.4pp | 25.30%-14.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $858 | $2,159-60.3% | $3,420-74.9% | $2,551-66.4% |
| Participant deferral / active EE | $993 | $3,162-68.6% | $4,690-78.8% | $4,139-76.0% |
| Admin fee / account holder | $6,010 | $6,336-5.1% | $12,016-50.0% | $7,234-16.9% |