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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 | $30,275 | $54,541-44.5% | $78,778-61.6% | $70,126-56.8% |
| Participation rate | 38.0% | 60.8%-22.8pp | 69.2%-31.2pp | 69.5%-31.5pp |
| Annual return | 11.61% | 21.07%-9.5pp | 35.62%-24.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $552 | $1,089-49.3% | $1,986-72.2% | $2,343-76.4% |
| Participant deferral / active EE | $909 | $2,210-58.9% | $2,958-69.3% | $3,332-72.7% |
| Admin fee / account holder | $2,413 | $3,709-34.9% | $5,134-53.0% | $4,645-48.1% |