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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 | $45,806 | $37,156+23.3% | $83,854-45.4% | $86,983-47.3% |
| Participation rate | 11.7% | 49.1%-37.4pp | 59.1%-47.4pp | 69.5%-57.9pp |
| Annual return | 2.75% | 29.88%-27.1pp | 31.39%-28.6pp | 25.83%-23.1pp |
| Employer contribution / active EE | $140 | $661-78.8% | $1,017-86.2% | $2,584-94.6% |
| Participant deferral / active EE | $240 | $1,418-83.1% | $2,035-88.2% | $4,194-94.3% |
| Admin fee / account holder | $6,419 | $2,510+155.8% | $3,197+100.8% | $7,856-18.3% |