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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 | $32,320 | $57,590-43.9% | $86,233-62.5% | $82,448-60.8% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.0%-54.7pp | 68.1%-53.8pp |
| Annual return | 10.62% | 22.41%-11.8pp | 61.39%-50.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $431 | $1,655-74.0% | $2,504-82.8% | $2,551-83.1% |
| Participant deferral / active EE | $483 | $3,080-84.3% | $4,559-89.4% | $4,139-88.3% |
| Admin fee / account holder | $348 | $4,730-92.6% | $8,342-95.8% | $7,234-95.2% |