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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 | $38,337 | $91,559-58.1% | $133,978-71.4% | $79,856-52.0% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 9.62% | 61.85%-52.2pp | 45.10%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $865 | $2,384-63.7% | $3,919-77.9% | $2,471-65.0% |
| Participant deferral / active EE | $1,077 | $3,734-71.2% | $5,047-78.7% | $3,741-71.2% |
| Admin fee / account holder | $1,575 | $6,321-75.1% | $8,930-82.4% | $5,306-70.3% |