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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 | $34,438 | $76,551-55.0% | $123,894-72.2% | $62,881-45.2% |
| Participation rate | 21.2% | 73.0%-51.8pp | 81.4%-60.2pp | 69.3%-48.1pp |
| Annual return | 2.09% | 18.68%-16.6pp | 47.52%-45.4pp | 20.14%-18.1pp |
| Employer contribution / active EE | $585 | $2,882-79.7% | $4,617-87.3% | $2,281-74.3% |
| Participant deferral / active EE | $791 | $4,840-83.7% | $5,984-86.8% | $3,203-75.3% |
| Admin fee / account holder | $7,787 | $4,826+61.4% | $8,357-6.8% | $4,296+81.3% |