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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 | $34,575 | $50,972-32.2% | $88,632-61.0% | $72,976-52.6% |
| Participation rate | 30.8% | 63.4%-32.6pp | 68.8%-38.0pp | 69.5%-38.7pp |
| Annual return | 15.68% | 29.62%-13.9pp | 43.75%-28.1pp | 81.02%-65.3pp |
| Employer contribution / active EE | $274 | $1,475-81.5% | $2,101-87.0% | $2,440-88.8% |
| Participant deferral / active EE | $535 | $2,230-76.0% | $2,917-81.6% | $3,608-85.2% |
| Admin fee / account holder | $2,271 | $3,230-29.7% | $4,308-47.3% | $5,124-55.7% |