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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 | $32,200 | $58,828-45.3% | $78,002-58.7% | $62,881-48.8% |
| Participation rate | 46.7% | 71.1%-24.4pp | 75.5%-28.9pp | 69.3%-22.6pp |
| Annual return | 4.28% | 17.16%-12.9pp | 425.99%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $642 | $1,672-61.6% | $2,470-74.0% | $2,281-71.9% |
| Participant deferral / active EE | $900 | $2,686-66.5% | $3,497-74.3% | $3,203-71.9% |
| Admin fee / account holder | $1,390 | $4,393-68.4% | $5,481-74.6% | $4,296-67.7% |