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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 | $31,999 | $71,230-55.1% | $93,727-65.9% | $80,959-60.5% |
| Participation rate | 12.0% | 60.4%-48.4pp | 68.7%-56.7pp | 67.7%-55.7pp |
| Annual return | 5.94% | 11.26%-5.3pp | 133.83%-127.9pp | 35.67%-29.7pp |
| Employer contribution / active EE | $438 | $1,565-72.0% | $2,421-81.9% | $2,757-84.1% |
| Participant deferral / active EE | $797 | $4,037-80.3% | $4,417-82.0% | $4,300-81.5% |
| Admin fee / account holder | $350 | $6,961-95.0% | $8,292-95.8% | $6,925-95.0% |