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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 | $33,084 | $48,078-31.2% | $78,676-57.9% | $62,881-47.4% |
| Participation rate | 61.1% | 65.2%-4.1pp | 73.6%-12.5pp | 69.3%-8.2pp |
| Annual return | 3.66% | 31.36%-27.7pp | 62.19%-58.5pp | 20.14%-16.5pp |
| Employer contribution / active EE | $227 | $2,015-88.7% | $2,850-92.0% | $2,281-90.1% |
| Participant deferral / active EE | $345 | $2,587-86.7% | $3,517-90.2% | $3,203-89.2% |
| Admin fee / account holder | $851 | $3,206-73.5% | $4,510-81.1% | $4,296-80.2% |