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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 | $40,011 | $57,575-30.5% | $124,067-67.8% | $86,983-54.0% |
| Participation rate | 62.1% | 62.3%-0.2pp | 66.9%-4.8pp | 69.5%-7.5pp |
| Annual return | 11.71% | 19.65%-7.9pp | 31.06%-19.3pp | 25.83%-14.1pp |
| Employer contribution / active EE | $672 | $1,615-58.4% | $2,166-69.0% | $2,584-74.0% |
| Participant deferral / active EE | $888 | $2,623-66.2% | $3,463-74.4% | $4,194-78.8% |
| Admin fee / account holder | $4,534 | $8,506-46.7% | $7,351-38.3% | $7,856-42.3% |