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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 | $38,119 | $71,230-46.5% | $93,727-59.3% | $80,959-52.9% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.7%-32.5pp |
| Annual return | 7.35% | 11.26%-3.9pp | 133.83%-126.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $480 | $1,565-69.3% | $2,421-80.2% | $2,757-82.6% |
| Participant deferral / active EE | $619 | $4,037-84.7% | $4,417-86.0% | $4,300-85.6% |
| Admin fee / account holder | $350 | $6,961-95.0% | $8,292-95.8% | $6,925-94.9% |