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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 | $37,569 | $54,541-31.1% | $78,778-52.3% | $70,126-46.4% |
| Participation rate | 9.8% | 60.8%-51.0pp | 69.2%-59.4pp | 69.5%-59.8pp |
| Annual return | 3.57% | 21.07%-17.5pp | 35.62%-32.0pp | 73.15%-69.6pp |
| Employer contribution / active EE | $359 | $1,089-67.0% | $1,986-81.9% | $2,343-84.7% |
| Participant deferral / active EE | $603 | $2,210-72.7% | $2,958-79.6% | $3,332-81.9% |
| Admin fee / account holder | $3,083 | $3,709-16.9% | $5,134-40.0% | $4,645-33.6% |