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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 | $37,671 | $81,358-53.7% | $155,556-75.8% | $80,959-53.5% |
| Participation rate | 49.3% | 66.3%-17.0pp | 78.2%-28.9pp | 67.7%-18.4pp |
| Annual return | 8.54% | 33.39%-24.8pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $493 | $3,106-84.1% | $4,675-89.5% | $2,757-82.1% |
| Participant deferral / active EE | $854 | $3,455-75.3% | $5,631-84.8% | $4,300-80.1% |
| Admin fee / account holder | $6,194 | $7,994-22.5% | $15,885-61.0% | $6,925-10.6% |