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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 | $43,500 | $88,672-50.9% | $105,223-58.7% | $82,448-47.2% |
| Participation rate | 36.1% | 67.9%-31.8pp | 75.0%-38.9pp | 68.1%-32.0pp |
| Annual return | 3.94% | 30.86%-26.9pp | 180.65%-176.7pp | 41.64%-37.7pp |
| Employer contribution / active EE | $938 | $3,048-69.2% | $3,689-74.6% | $2,551-63.2% |
| Participant deferral / active EE | $1,003 | $4,036-75.2% | $5,072-80.2% | $4,139-75.8% |
| Admin fee / account holder | $3,264 | $7,146-54.3% | $8,859-63.2% | $7,234-54.9% |