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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 | $38,880 | $76,551-49.2% | $123,894-68.6% | $62,881-38.2% |
| Participation rate | 37.9% | 73.0%-35.1pp | 81.4%-43.5pp | 69.3%-31.4pp |
| Annual return | 2.16% | 18.68%-16.5pp | 47.52%-45.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,050 | $2,882-63.6% | $4,617-77.3% | $2,281-54.0% |
| Participant deferral / active EE | $1,242 | $4,840-74.3% | $5,984-79.2% | $3,203-61.2% |
| Admin fee / account holder | $8,725 | $4,826+80.8% | $8,357+4.4% | $4,296+103.1% |