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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 | $35,149 | $93,063-62.2% | $153,476-77.1% | $80,911-56.6% |
| Participation rate | 39.7% | 69.0%-29.2pp | 77.1%-37.3pp | 67.6%-27.9pp |
| Annual return | 9.14% | 19.95%-10.8pp | 15.66%-6.5pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,272 | $3,507-63.7% | $5,038-74.7% | $2,756-53.8% |
| Participant deferral / active EE | $1,849 | $5,180-64.3% | $6,759-72.6% | $4,297-57.0% |
| Admin fee / account holder | $5,311 | $8,891-40.3% | $12,729-58.3% | $6,935-23.4% |