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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 | $37,188 | $78,520-52.6% | $96,576-61.5% | $82,448-54.9% |
| Participation rate | 48.1% | 77.7%-29.7pp | 81.4%-33.4pp | 68.1%-20.0pp |
| Annual return | 12.63% | 41.30%-28.7pp | 38.47%-25.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,239 | $2,630-52.9% | $3,553-65.1% | $2,551-51.4% |
| Participant deferral / active EE | $2,408 | $6,754-64.3% | $7,956-69.7% | $4,139-41.8% |
| Admin fee / account holder | $895 | $13,455-93.3% | $11,381-92.1% | $7,234-87.6% |