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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 | $31,352 | $54,541-42.5% | $78,778-60.2% | $70,126-55.3% |
| Participation rate | 45.2% | 60.8%-15.6pp | 69.2%-24.0pp | 69.5%-24.4pp |
| Annual return | 11.03% | 21.07%-10.0pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $226 | $1,089-79.2% | $1,986-88.6% | $2,343-90.3% |
| Participant deferral / active EE | $797 | $2,210-64.0% | $2,958-73.1% | $3,332-76.1% |
| Admin fee / account holder | $1,611 | $3,709-56.6% | $5,134-68.6% | $4,645-65.3% |