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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 | $32,469 | $86,940-62.7% | $102,434-68.3% | $80,935-59.9% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 3.38% | 18.89%-15.5pp | 29.46%-26.1pp | 35.66%-32.3pp |
| Employer contribution / active EE | $1,041 | $2,370-56.1% | $3,023-65.6% | $2,757-62.2% |
| Participant deferral / active EE | $1,637 | $4,121-60.3% | $5,055-67.6% | $4,299-61.9% |
| Admin fee / account holder | $3,653 | $8,047-54.6% | $9,462-61.4% | $6,924-47.2% |