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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 | $38,503 | $67,602-43.0% | $82,312-53.2% | $70,126-45.1% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 3.75% | 21.57%-17.8pp | 25.88%-22.1pp | 73.15%-69.4pp |
| Employer contribution / active EE | $500 | $1,755-71.5% | $2,428-79.4% | $2,343-78.7% |
| Participant deferral / active EE | $1,139 | $2,987-61.9% | $3,706-69.3% | $3,332-65.8% |
| Admin fee / account holder | $336 | $4,512-92.6% | $5,608-94.0% | $4,645-92.8% |