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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 | $43,643 | $76,834-43.2% | $108,359-59.7% | $87,485-50.1% |
| Participation rate | 11.5% | 61.7%-50.2pp | 70.1%-58.6pp | 68.9%-57.4pp |
| Annual return | 10.58% | 19.09%-8.5pp | 36.89%-26.3pp | 26.06%-15.5pp |
| Employer contribution / active EE | $453 | $1,556-70.9% | $2,399-81.1% | $2,596-82.5% |
| Participant deferral / active EE | $817 | $3,100-73.6% | $4,137-80.2% | $4,274-80.9% |
| Admin fee / account holder | $455 | $6,537-93.0% | $9,741-95.3% | $7,775-94.1% |