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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 | $37,795 | $67,602-44.1% | $82,312-54.1% | $70,126-46.1% |
| Participation rate | 44.6% | 72.8%-28.2pp | 76.9%-32.3pp | 69.5%-24.9pp |
| Annual return | 11.20% | 21.57%-10.4pp | 25.88%-14.7pp | 73.15%-61.9pp |
| Employer contribution / active EE | $675 | $1,755-61.5% | $2,428-72.2% | $2,343-71.2% |
| Participant deferral / active EE | $825 | $2,987-72.4% | $3,706-77.7% | $3,332-75.2% |
| Admin fee / account holder | $541 | $4,512-88.0% | $5,608-90.3% | $4,645-88.4% |