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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 | $51,158 | $58,523-12.6% | $99,475-48.6% | $72,975-29.9% |
| Participation rate | 18.8% | 64.6%-45.9pp | 73.8%-55.1pp | 69.5%-50.7pp |
| Annual return | 3.56% | 28.51%-25.0pp | 30.72%-27.2pp | 81.01%-77.5pp |
| Employer contribution / active EE | $363 | $1,512-76.0% | $2,540-85.7% | $2,440-85.1% |
| Participant deferral / active EE | $666 | $2,606-74.4% | $3,619-81.6% | $3,608-81.5% |
| Admin fee / account holder | $7,163 | $4,102+74.6% | $6,252+14.6% | $5,124+39.8% |