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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 | $39,295 | $90,674-56.7% | $96,707-59.4% | $82,448-52.3% |
| Participation rate | 69.4% | 75.9%-6.6pp | 80.4%-11.0pp | 68.1%+1.3pp |
| Annual return | 12.62% | 49.05%-36.4pp | 34.78%-22.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $355 | $5,696-93.8% | $5,997-94.1% | $4,139-91.4% |
| Admin fee / account holder | $2,041 | $7,568-73.0% | $7,503-72.8% | $7,234-71.8% |