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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 | $34,796 | $81,487-57.3% | $102,412-66.0% | $80,935-57.0% |
| Participation rate | 57.6% | 66.8%-9.3pp | 74.5%-16.9pp | 67.7%-10.1pp |
| Annual return | 4.40% | 25.60%-21.2pp | 24.94%-20.5pp | 35.66%-31.3pp |
| Employer contribution / active EE | $19,761 | $3,103+536.9% | $3,870+410.6% | $2,757+616.8% |
| Participant deferral / active EE | $63 | $3,871-98.4% | $5,060-98.8% | $4,299-98.5% |
| Admin fee / account holder | $13,565 | $6,717+101.9% | $8,388+61.7% | $6,924+95.9% |