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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 | $58,057-38.9% | $97,032-63.4% | $86,983-59.2% |
| Participation rate | 13.6% | 60.4%-46.7pp | 71.6%-57.9pp | 69.5%-55.9pp |
| Annual return | 12.78% | 22.26%-9.5pp | 35.38%-22.6pp | 25.83%-13.1pp |
| Employer contribution / active EE | $719 | $1,663-56.8% | $2,629-72.7% | $2,584-72.2% |
| Participant deferral / active EE | $761 | $3,244-76.5% | $4,672-83.7% | $4,194-81.9% |
| Admin fee / account holder | $316 | $4,839-93.5% | $9,418-96.6% | $7,856-96.0% |