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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 | $73,787-40.9% | $98,716-55.8% | $82,448-47.1% |
| Participation rate | 11.5% | 61.4%-49.9pp | 69.3%-57.8pp | 68.1%-56.5pp |
| Annual return | 10.58% | 18.57%-8.0pp | 31.81%-21.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $453 | $1,511-70.0% | $2,279-80.1% | $2,551-82.2% |
| Participant deferral / active EE | $817 | $3,081-73.5% | $4,048-79.8% | $4,139-80.3% |
| Admin fee / account holder | $455 | $6,500-93.0% | $8,703-94.8% | $7,234-93.7% |