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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 | $43,175 | $78,520-45.0% | $96,576-55.3% | $82,448-47.6% |
| Participation rate | 20.0% | 77.7%-57.7pp | 81.4%-61.4pp | 68.1%-48.1pp |
| Annual return | 12.41% | 41.30%-28.9pp | 38.47%-26.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $74 | $2,630-97.2% | $3,553-97.9% | $2,551-97.1% |
| Participant deferral / active EE | $477 | $6,754-92.9% | $7,956-94.0% | $4,139-88.5% |
| Admin fee / account holder | $2,075 | $13,455-84.6% | $11,381-81.8% | $7,234-71.3% |