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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 | $77,358-44.2% | $102,184-57.7% | $87,485-50.6% |
| Participation rate | 20.0% | 78.7%-58.7pp | 82.6%-62.6pp | 68.9%-48.9pp |
| Annual return | 12.41% | 41.11%-28.7pp | 31.58%-19.2pp | 26.06%-13.6pp |
| Employer contribution / active EE | $74 | $2,562-97.1% | $3,594-97.9% | $2,596-97.1% |
| Participant deferral / active EE | $477 | $6,753-92.9% | $8,309-94.3% | $4,274-88.8% |
| Admin fee / account holder | $2,075 | $6,809-69.5% | $11,609-82.1% | $7,775-73.3% |