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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 | $57,590-30.7% | $86,233-53.7% | $82,448-51.6% |
| Participation rate | 11.4% | 57.9%-46.4pp | 69.0%-57.6pp | 68.1%-56.6pp |
| Annual return | 13.02% | 22.41%-9.4pp | 61.39%-48.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $343 | $1,655-79.3% | $2,504-86.3% | $2,551-86.6% |
| Participant deferral / active EE | $646 | $3,080-79.0% | $4,559-85.8% | $4,139-84.4% |
| Admin fee / account holder | $1,229 | $4,730-74.0% | $8,342-85.3% | $7,234-83.0% |