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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 | $34,904 | $45,050-22.5% | $63,018-44.6% | $70,126-50.2% |
| Participation rate | 51.7% | 69.5%-17.8pp | 74.8%-23.1pp | 69.5%-17.9pp |
| Annual return | 1.87% | 18.76%-16.9pp | 87.62%-85.8pp | 73.15%-71.3pp |
| Employer contribution / active EE | $2,345 | $2,052+14.3% | $2,761-15.0% | $2,343+0.1% |
| Participant deferral / active EE | $609 | $2,466-75.3% | $3,330-81.7% | $3,332-81.7% |
| Admin fee / account holder | $2,148 | $2,834-24.2% | $3,601-40.3% | $4,645-53.8% |