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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 | $81,358-64.3% | $155,556-81.3% | $80,959-64.1% |
| Participation rate | 20.3% | 66.3%-46.0pp | 78.2%-57.9pp | 67.7%-47.4pp |
| Annual return | 9.33% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $439 | $3,106-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $880 | $3,455-74.5% | $5,631-84.4% | $4,300-79.5% |
| Admin fee / account holder | $4,613 | $7,994-42.3% | $15,885-71.0% | $6,925-33.4% |