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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 | $44,512 | $85,515-47.9% | $112,040-60.3% | $67,986-34.5% |
| Participation rate | 41.4% | 68.2%-26.8pp | 76.5%-35.1pp | 57.2%-15.8pp |
| Annual return | 9.30% | 29.68%-20.4pp | 24.52%-15.2pp | 31.67%-22.4pp |
| Employer contribution / active EE | $713 | $2,191-67.5% | $2,954-75.9% | $2,019-64.7% |
| Participant deferral / active EE | $1,343 | $4,014-66.5% | $5,098-73.7% | $3,358-60.0% |
| Admin fee / account holder | $1,084 | $3,774-71.3% | $12,098-91.0% | $3,203-66.2% |