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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 | $44,246 | $91,179-51.5% | $178,499-75.2% | $79,852-44.6% |
| Participation rate | 35.7% | 69.2%-33.5pp | 81.9%-46.2pp | 69.6%-33.9pp |
| Annual return | 4.57% | 24.19%-19.6pp | 151.10%-146.5pp | 31.72%-27.1pp |
| Employer contribution / active EE | $586 | $3,256-82.0% | $5,011-88.3% | $2,471-76.3% |
| Participant deferral / active EE | $723 | $3,236-77.7% | $5,202-86.1% | $3,740-80.7% |
| Admin fee / account holder | $1,099 | $6,749-83.7% | $13,986-92.1% | $5,306-79.3% |