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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 | $36,187 | $81,504-55.6% | $102,437-64.7% | $80,959-55.3% |
| Participation rate | 36.1% | 66.9%-30.7pp | 74.5%-38.4pp | 67.7%-31.5pp |
| Annual return | 10.43% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $883 | $3,104-71.5% | $3,871-77.2% | $2,757-68.0% |
| Participant deferral / active EE | $1,300 | $3,871-66.4% | $5,060-74.3% | $4,300-69.8% |
| Admin fee / account holder | $3,339 | $6,719-50.3% | $8,388-60.2% | $6,925-51.8% |