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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 | $42,395 | $85,171-50.2% | $172,752-75.5% | $72,975-41.9% |
| Participation rate | 35.1% | 70.1%-35.0pp | 82.6%-47.6pp | 69.5%-34.4pp |
| Annual return | 4.71% | 27.32%-22.6pp | 802.97%-798.3pp | 81.01%-76.3pp |
| Employer contribution / active EE | $509 | $3,324-84.7% | $5,144-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $635 | $3,260-80.5% | $5,198-87.8% | $3,608-82.4% |
| Admin fee / account holder | $1,422 | $5,880-75.8% | $13,955-89.8% | $5,124-72.2% |