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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 | $93,345-62.6% | $119,126-70.7% | $87,485-60.1% |
| Participation rate | 33.8% | 68.7%-34.9pp | 75.8%-41.9pp | 68.9%-35.1pp |
| Annual return | 3.51% | 19.08%-15.6pp | 282.11%-278.6pp | 26.06%-22.6pp |
| Employer contribution / active EE | $4,326 | $3,172+36.4% | $4,034+7.2% | $2,596+66.6% |
| Participant deferral / active EE | $1,155 | $4,099-71.8% | $5,318-78.3% | $4,274-73.0% |
| Admin fee / account holder | $3,109 | $8,039-61.3% | $10,693-70.9% | $7,775-60.0% |