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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 | $29,863 | $71,230-58.1% | $93,727-68.1% | $80,959-63.1% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.7%-23.6pp |
| Annual return | 7.32% | 11.26%-3.9pp | 133.83%-126.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $407 | $1,565-74.0% | $2,421-83.2% | $2,757-85.2% |
| Participant deferral / active EE | $1,175 | $4,037-70.9% | $4,417-73.4% | $4,300-72.7% |
| Admin fee / account holder | $6,066 | $6,961-12.9% | $8,292-26.8% | $6,925-12.4% |