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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 | $41,395 | $71,208-41.9% | $93,681-55.8% | $80,911-48.8% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 6.88% | 11.27%-4.4pp | 133.47%-126.6pp | 35.63%-28.8pp |
| Employer contribution / active EE | $617 | $1,564-60.5% | $2,422-74.5% | $2,756-77.6% |
| Participant deferral / active EE | $855 | $4,035-78.8% | $4,415-80.6% | $4,297-80.1% |
| Admin fee / account holder | $974 | $6,951-86.0% | $8,290-88.2% | $6,935-85.9% |