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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 | $35,880 | $64,359-44.3% | $90,161-60.2% | $70,126-48.8% |
| Participation rate | 31.3% | 70.4%-39.2pp | 76.9%-45.6pp | 69.5%-38.3pp |
| Annual return | 10.80% | 28.13%-17.3pp | 34.89%-24.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $279 | $2,046-86.4% | $3,318-91.6% | $2,343-88.1% |
| Participant deferral / active EE | $1,115 | $4,389-74.6% | $5,287-78.9% | $3,332-66.5% |
| Admin fee / account holder | $2,202 | $3,945-44.2% | $5,943-63.0% | $4,645-52.6% |