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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 | $33,145 | $77,523-57.2% | $100,383-67.0% | $80,874-59.0% |
| Participation rate | 67.9% | 77.0%-9.1pp | 81.5%-13.6pp | 67.6%+0.2pp |
| Annual return | 7.24% | 37.21%-30.0pp | 49.26%-42.0pp | 35.62%-28.4pp |
| Employer contribution / active EE | $952 | $2,801-66.0% | $3,944-75.9% | $2,756-65.5% |
| Participant deferral / active EE | $2,728 | $6,822-60.0% | $8,086-66.3% | $4,297-36.5% |
| Admin fee / account holder | $423 | $5,899-92.8% | $7,900-94.6% | $6,935-93.9% |