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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 | $43,012 | $71,230-39.6% | $93,727-54.1% | $80,959-46.9% |
| Participation rate | 11.8% | 60.4%-48.6pp | 68.7%-56.9pp | 67.7%-55.9pp |
| Annual return | 9.25% | 11.26%-2.0pp | 133.83%-124.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $798 | $1,565-49.1% | $2,421-67.1% | $2,757-71.1% |
| Participant deferral / active EE | $847 | $4,037-79.0% | $4,417-80.8% | $4,300-80.3% |
| Admin fee / account holder | $568 | $6,961-91.8% | $8,292-93.2% | $6,925-91.8% |