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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 | $81,457-57.3% | $103,378-66.3% | $80,911-57.0% |
| Participation rate | 57.6% | 66.8%-9.3pp | 74.5%-16.9pp | 67.6%-10.1pp |
| Annual return | 4.40% | 25.58%-21.2pp | 24.91%-20.5pp | 35.63%-31.2pp |
| Employer contribution / active EE | $19,761 | $3,107+536.0% | $3,870+410.6% | $2,756+617.1% |
| Participant deferral / active EE | $63 | $3,871-98.4% | $5,058-98.8% | $4,297-98.5% |
| Admin fee / account holder | $13,565 | $6,717+102.0% | $8,401+61.5% | $6,935+95.6% |