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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 | $32,055 | $68,852-53.4% | $120,524-73.4% | $80,925-60.4% |
| Participation rate | 32.0% | 61.6%-29.6pp | 71.9%-39.9pp | 67.7%-35.7pp |
| Annual return | 9.63% | 23.67%-14.0pp | 107.36%-97.7pp | 35.65%-26.0pp |
| Employer contribution / active EE | $707 | $2,063-65.7% | $3,469-79.6% | $2,756-74.3% |
| Participant deferral / active EE | $814 | $3,187-74.4% | $4,994-83.7% | $4,299-81.1% |
| Admin fee / account holder | $431 | $5,781-92.5% | $9,440-95.4% | $6,940-93.8% |