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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 | $43,322 | $71,230-39.2% | $93,727-53.8% | $80,959-46.5% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.7%-31.7pp |
| Annual return | 5.00% | 11.26%-6.3pp | 133.83%-128.8pp | 35.67%-30.7pp |
| Employer contribution / active EE | $514 | $1,565-67.1% | $2,421-78.8% | $2,757-81.3% |
| Participant deferral / active EE | $779 | $4,037-80.7% | $4,417-82.4% | $4,300-81.9% |
| Admin fee / account holder | $3,994 | $6,961-42.6% | $8,292-51.8% | $6,925-42.3% |