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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 | $32,548 | $81,358-60.0% | $155,556-79.1% | $80,959-59.8% |
| Participation rate | 32.3% | 66.3%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 9.93% | 33.39%-23.5pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $578 | $3,106-81.4% | $4,675-87.6% | $2,757-79.0% |
| Participant deferral / active EE | $755 | $3,455-78.2% | $5,631-86.6% | $4,300-82.4% |
| Admin fee / account holder | $1,930 | $7,994-75.9% | $15,885-87.9% | $6,925-72.1% |