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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 | $41,421 | $76,551-45.9% | $123,894-66.6% | $62,881-34.1% |
| Participation rate | 23.6% | 73.0%-49.4pp | 81.4%-57.8pp | 69.3%-45.7pp |
| Annual return | 3.43% | 18.68%-15.3pp | 47.52%-44.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $805 | $2,882-72.1% | $4,617-82.6% | $2,281-64.7% |
| Participant deferral / active EE | $1,741 | $4,840-64.0% | $5,984-70.9% | $3,203-45.7% |
| Admin fee / account holder | $5,585 | $4,826+15.7% | $8,357-33.2% | $4,296+30.0% |