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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 | $33,187 | $77,814-57.4% | $158,223-79.0% | $86,983-61.8% |
| Participation rate | 29.1% | 68.4%-39.3pp | 79.2%-50.1pp | 69.5%-40.5pp |
| Annual return | 10.20% | 30.54%-20.3pp | 52.09%-41.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $441 | $2,592-83.0% | $4,109-89.3% | $2,584-82.9% |
| Participant deferral / active EE | $405 | $3,270-87.6% | $5,467-92.6% | $4,194-90.4% |
| Admin fee / account holder | $2,838 | $5,879-51.7% | $16,047-82.3% | $7,856-63.9% |