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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 | $34,399 | $91,179-62.3% | $178,499-80.7% | $79,852-56.9% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | 1.91% | 24.19%-22.3pp | 151.10%-149.2pp | 31.72%-29.8pp |
| Employer contribution / active EE | $378 | $3,256-88.4% | $5,011-92.5% | $2,471-84.7% |
| Participant deferral / active EE | $405 | $3,236-87.5% | $5,202-92.2% | $3,740-89.2% |
| Admin fee / account holder | $4,151 | $6,749-38.5% | $13,986-70.3% | $5,306-21.8% |