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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 | $57,934 | $71,215-18.6% | $93,696-38.2% | $80,935-28.4% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.7%-32.2pp |
| Annual return | 6.43% | 11.27%-4.8pp | 133.74%-127.3pp | 35.66%-29.2pp |
| Employer contribution / active EE | $446 | $1,565-71.5% | $2,422-81.6% | $2,757-83.8% |
| Participant deferral / active EE | $695 | $4,037-82.8% | $4,417-84.3% | $4,299-83.8% |
| Admin fee / account holder | $1,422 | $6,958-79.6% | $8,287-82.8% | $6,924-79.5% |