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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 | $96,731-63.9% | $123,973-71.8% | $86,983-59.8% |
| Participation rate | 33.8% | 70.0%-36.2pp | 76.7%-42.8pp | 69.5%-35.7pp |
| Annual return | 3.51% | 17.33%-13.8pp | 388.13%-384.6pp | 25.83%-22.3pp |
| Employer contribution / active EE | $4,326 | $3,297+31.2% | $4,126+4.8% | $2,584+67.4% |
| Participant deferral / active EE | $1,155 | $4,152-72.2% | $5,247-78.0% | $4,194-72.5% |
| Admin fee / account holder | $3,109 | $8,722-64.4% | $11,799-73.7% | $7,856-60.4% |