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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 | $32,419 | $70,486-54.0% | $100,535-67.8% | $79,856-59.4% |
| Participation rate | 64.5% | 73.6%-9.1pp | 79.4%-14.9pp | 69.6%-5.1pp |
| Annual return | 5.47% | 21.90%-16.4pp | 30.90%-25.4pp | 31.71%-26.2pp |
| Employer contribution / active EE | $732 | $2,165-66.2% | $3,419-78.6% | $2,471-70.4% |
| Participant deferral / active EE | $1,457 | $5,182-71.9% | $6,271-76.8% | $3,741-61.1% |
| Admin fee / account holder | $15,865 | $4,480+254.1% | $8,085+96.2% | $5,306+199.0% |