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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 | $32,401 | $56,544-42.7% | $75,501-57.1% | $70,124-53.8% |
| Participation rate | 42.9% | 68.1%-25.3pp | 72.4%-29.5pp | 69.5%-26.7pp |
| Annual return | 5.94% | 23.59%-17.6pp | 27.35%-21.4pp | 73.14%-67.2pp |
| Employer contribution / active EE | $623 | $1,817-65.7% | $2,352-73.5% | $2,342-73.4% |
| Participant deferral / active EE | $703 | $2,580-72.8% | $3,142-77.6% | $3,332-78.9% |
| Admin fee / account holder | $1,648 | $3,827-56.9% | $5,801-71.6% | $4,645-64.5% |