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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 | $36,836 | $56,063-34.3% | $76,051-51.6% | $80,911-54.5% |
| Participation rate | 14.6% | 62.0%-47.4pp | 69.1%-54.4pp | 67.6%-53.0pp |
| Annual return | 5.57% | 20.54%-15.0pp | 360.42%-354.8pp | 35.63%-30.1pp |
| Employer contribution / active EE | $433 | $1,874-76.9% | $2,690-83.9% | $2,756-84.3% |
| Participant deferral / active EE | $664 | $3,052-78.3% | $4,257-84.4% | $4,297-84.6% |
| Admin fee / account holder | $2,247 | $5,240-57.1% | $6,416-65.0% | $6,935-67.6% |