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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 | $39,015 | $91,559-57.4% | $133,971-70.9% | $79,852-51.1% |
| Participation rate | 64.9% | 73.3%-8.5pp | 79.8%-15.0pp | 69.6%-4.8pp |
| Annual return | 9.34% | 61.85%-52.5pp | 45.09%-35.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $752 | $2,384-68.5% | $3,919-80.8% | $2,471-69.6% |
| Participant deferral / active EE | $1,576 | $3,734-57.8% | $5,047-68.8% | $3,740-57.9% |
| Admin fee / account holder | $3,253 | $6,321-48.5% | $8,929-63.6% | $5,306-38.7% |