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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 | $32,309 | $78,027-58.6% | $178,528-81.9% | $80,925-60.1% |
| Participation rate | 36.7% | 65.7%-29.0pp | 77.1%-40.4pp | 67.7%-31.0pp |
| Annual return | 3.89% | 18.09%-14.2pp | 27.11%-23.2pp | 35.65%-31.8pp |
| Employer contribution / active EE | $699 | $2,281-69.4% | $3,950-82.3% | $2,756-74.6% |
| Participant deferral / active EE | $945 | $4,408-78.6% | $6,278-84.9% | $4,299-78.0% |
| Admin fee / account holder | $2,857 | $7,168-60.1% | $10,419-72.6% | $6,940-58.8% |