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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 | $39,893 | $60,442-34.0% | $96,754-58.8% | $87,485-54.4% |
| Participation rate | 11.4% | 58.7%-47.3pp | 70.3%-58.8pp | 68.9%-57.5pp |
| Annual return | 13.02% | 21.97%-8.9pp | 82.04%-69.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $343 | $1,691-79.7% | $2,679-87.2% | $2,596-86.8% |
| Participant deferral / active EE | $646 | $3,280-80.3% | $4,758-86.4% | $4,274-84.9% |
| Admin fee / account holder | $1,229 | $5,069-75.8% | $8,905-86.2% | $7,775-84.2% |