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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 | $37,840 | $67,602-44.0% | $82,312-54.0% | $70,126-46.0% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.8pp |
| Annual return | 9.48% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $655 | $1,755-62.7% | $2,428-73.0% | $2,343-72.0% |
| Participant deferral / active EE | $1,163 | $2,987-61.1% | $3,706-68.6% | $3,332-65.1% |
| Admin fee / account holder | $3,474 | $4,512-23.0% | $5,608-38.1% | $4,645-25.2% |