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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 | $71,208-39.2% | $93,681-53.8% | $80,911-46.5% |
| Participation rate | 36.0% | 60.4%-24.4pp | 68.7%-32.7pp | 67.6%-31.6pp |
| Annual return | 5.00% | 11.27%-6.3pp | 133.47%-128.5pp | 35.63%-30.6pp |
| Employer contribution / active EE | $514 | $1,564-67.1% | $2,422-78.8% | $2,756-81.3% |
| Participant deferral / active EE | $779 | $4,035-80.7% | $4,415-82.4% | $4,297-81.9% |
| Admin fee / account holder | $3,994 | $6,951-42.5% | $8,290-51.8% | $6,935-42.4% |