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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 | $34,854 | $68,586-49.2% | $120,380-71.0% | $80,911-56.9% |
| Participation rate | 17.8% | 61.6%-43.8pp | 71.9%-54.1pp | 67.6%-49.8pp |
| Annual return | 10.00% | 23.62%-13.6pp | 107.28%-97.3pp | 35.63%-25.6pp |
| Employer contribution / active EE | $599 | $2,053-70.8% | $3,465-82.7% | $2,756-78.3% |
| Participant deferral / active EE | $670 | $3,174-78.9% | $4,992-86.6% | $4,297-84.4% |
| Admin fee / account holder | $2,050 | $5,733-64.2% | $9,421-78.2% | $6,935-70.4% |