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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 | $86,919-62.6% | $102,457-68.3% | $80,911-59.9% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 3.38% | 18.90%-15.5pp | 29.41%-26.0pp | 35.63%-32.2pp |
| Employer contribution / active EE | $1,041 | $2,368-56.0% | $3,022-65.5% | $2,756-62.2% |
| Participant deferral / active EE | $1,637 | $4,119-60.3% | $5,054-67.6% | $4,297-61.9% |
| Admin fee / account holder | $3,653 | $8,049-54.6% | $9,451-61.3% | $6,935-47.3% |