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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 | $34,939 | $105,284-66.8% | $150,734-76.8% | $94,015-62.8% |
| Participation rate | 33.8% | 71.7%-37.9pp | 78.4%-44.6pp | 70.8%-37.0pp |
| Annual return | 3.51% | 15.67%-12.2pp | 600.81%-597.3pp | 17.84%-14.3pp |
| Employer contribution / active EE | $4,326 | $3,599+20.2% | $4,918-12.1% | $2,790+55.0% |
| Participant deferral / active EE | $1,155 | $4,274-73.0% | $5,610-79.4% | $4,249-72.8% |
| Admin fee / account holder | $3,109 | $9,839-68.4% | $14,905-79.1% | $8,951-65.3% |