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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 | $29,047 | $81,262-64.3% | $155,602-81.3% | $80,911-64.1% |
| Participation rate | 20.3% | 66.2%-45.9pp | 78.2%-57.9pp | 67.6%-47.3pp |
| Annual return | 9.33% | 33.34%-24.0pp | 64.81%-55.5pp | 35.63%-26.3pp |
| Employer contribution / active EE | $439 | $3,102-85.8% | $4,675-90.6% | $2,756-84.1% |
| Participant deferral / active EE | $880 | $3,451-74.5% | $5,629-84.4% | $4,297-79.5% |
| Admin fee / account holder | $4,613 | $7,992-42.3% | $15,923-71.0% | $6,935-33.5% |