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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 | $29,765 | $45,041-33.9% | $63,003-52.8% | $70,131-57.6% |
| Participation rate | 24.6% | 69.5%-44.9pp | 74.8%-50.2pp | 69.5%-45.0pp |
| Annual return | 9.18% | 18.76%-9.6pp | 87.59%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $496 | $2,052-75.8% | $2,760-82.0% | $2,342-78.8% |
| Participant deferral / active EE | $514 | $2,465-79.1% | $3,329-84.6% | $3,332-84.6% |
| Admin fee / account holder | $1,193 | $2,836-57.9% | $3,600-66.9% | $4,645-74.3% |