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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 | $39,552 | $88,042-55.1% | $138,135-71.4% | $79,856-50.5% |
| Participation rate | 48.1% | 71.4%-23.3pp | 78.7%-30.6pp | 69.6%-21.6pp |
| Annual return | 8.55% | 20.58%-12.0pp | 20.51%-12.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,682 | $3,103-45.8% | $5,587-69.9% | $2,471-31.9% |
| Participant deferral / active EE | $1,718 | $4,704-63.5% | $6,431-73.3% | $3,741-54.1% |
| Admin fee / account holder | $998 | $7,791-87.2% | $11,856-91.6% | $5,306-81.2% |