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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 | $41,086 | $86,050-52.3% | $189,758-78.3% | $94,015-56.3% |
| Participation rate | 35.6% | 68.9%-33.3pp | 79.8%-44.2pp | 70.8%-35.3pp |
| Annual return | 8.48% | 17.77%-9.3pp | 52.62%-44.1pp | 17.84%-9.4pp |
| Employer contribution / active EE | $604 | $2,819-78.6% | $4,767-87.3% | $2,790-78.4% |
| Participant deferral / active EE | $998 | $3,349-70.2% | $5,856-83.0% | $4,249-76.5% |
| Admin fee / account holder | $3,556 | $6,627-46.3% | $20,388-82.6% | $8,951-60.3% |