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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 | $74,535-41.4% | $100,712-56.7% | $82,637-47.2% |
| Participation rate | 11.5% | 61.2%-49.6pp | 69.3%-57.7pp | 68.1%-56.5pp |
| Annual return | 10.58% | 18.92%-8.3pp | 33.27%-22.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $453 | $1,503-69.8% | $2,313-80.4% | $2,552-82.2% |
| Participant deferral / active EE | $817 | $3,074-73.4% | $4,085-80.0% | $4,126-80.2% |
| Admin fee / account holder | $455 | $6,576-93.1% | $9,256-95.1% | $7,339-93.8% |