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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 | $39,187 | $73,978-47.0% | $96,515-59.4% | $75,173-47.9% |
| Participation rate | 18.9% | 66.4%-47.5pp | 74.3%-55.4pp | 67.2%-48.3pp |
| Annual return | 12.38% | 26.72%-14.3pp | 35.73%-23.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $765 | $2,931-73.9% | $3,740-79.5% | $2,671-71.4% |
| Participant deferral / active EE | $934 | $3,660-74.5% | $4,880-80.9% | $4,126-77.4% |
| Admin fee / account holder | $4,847 | $5,219-7.1% | $6,735-28.0% | $5,651-14.2% |