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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 | $41,229 | $64,920-36.5% | $103,693-60.2% | $86,983-52.6% |
| Participation rate | 9.3% | 63.6%-54.3pp | 72.6%-63.3pp | 69.5%-60.2pp |
| Annual return | 4.07% | 30.29%-26.2pp | 47.61%-43.5pp | 25.83%-21.8pp |
| Employer contribution / active EE | $236 | $2,141-89.0% | $2,920-91.9% | $2,584-90.9% |
| Participant deferral / active EE | $584 | $3,241-82.0% | $4,579-87.2% | $4,194-86.1% |
| Admin fee / account holder | $14,631 | $6,191+136.3% | $7,858+86.2% | $7,856+86.2% |