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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 | $36,312 | $46,877-22.5% | $122,354-70.3% | $70,126-48.2% |
| Participation rate | 22.0% | 58.2%-36.3pp | 71.6%-49.7pp | 69.5%-47.6pp |
| Annual return | 9.93% | 24.22%-14.3pp | 30.28%-20.4pp | 73.15%-63.2pp |
| Employer contribution / active EE | $289 | $1,288-77.6% | $4,051-92.9% | $2,343-87.7% |
| Participant deferral / active EE | $490 | $2,167-77.4% | $3,287-85.1% | $3,332-85.3% |
| Admin fee / account holder | $4,748 | $3,324+42.9% | $5,479-13.3% | $4,645+2.2% |