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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 | $38,218 | $37,446+2.1% | $77,513-50.7% | $79,852-52.1% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-32.0pp | 69.6%-47.4pp |
| Annual return | 9.05% | 39.76%-30.7pp | 54.81%-45.8pp | 31.72%-22.7pp |
| Employer contribution / active EE | $228 | $637-64.2% | $987-76.9% | $2,471-90.8% |
| Participant deferral / active EE | $286 | $1,261-77.4% | $1,861-84.7% | $3,740-92.4% |
| Admin fee / account holder | $2,422 | $2,506-3.3% | $2,859-15.3% | $5,306-54.3% |