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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 | $34,882 | $110,379-68.4% | $102,412-65.9% | $145,884-76.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 8.34% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,570 | $4,216-62.8% | $3,870-59.4% | $4,662-66.3% |
| Participant deferral / active EE | $1,281 | $5,622-77.2% | $5,060-74.7% | $6,690-80.8% |
| Admin fee / account holder | $4,402 | $9,745-54.8% | $8,388-47.5% | $13,392-67.1% |