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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 | $35,467 | $60,442-41.3% | $96,754-63.3% | $87,485-59.5% |
| Participation rate | 13.6% | 58.7%-45.1pp | 70.3%-56.6pp | 68.9%-55.3pp |
| Annual return | 12.78% | 21.97%-9.2pp | 82.04%-69.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $719 | $1,691-57.5% | $2,679-73.2% | $2,596-72.3% |
| Participant deferral / active EE | $761 | $3,280-76.8% | $4,758-84.0% | $4,274-82.2% |
| Admin fee / account holder | $316 | $5,069-93.8% | $8,905-96.4% | $7,775-95.9% |