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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 | $37,882 | $58,828-35.6% | $78,002-51.4% | $62,881-39.8% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 1.98% | 17.16%-15.2pp | 425.99%-424.0pp | 20.14%-18.2pp |
| Employer contribution / active EE | $327 | $1,672-80.4% | $2,470-86.8% | $2,281-85.7% |
| Participant deferral / active EE | $907 | $2,686-66.2% | $3,497-74.1% | $3,203-71.7% |
| Admin fee / account holder | $7,559 | $4,393+72.1% | $5,481+37.9% | $4,296+76.0% |