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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 | $81,233-53.6% | $155,567-75.8% | $80,874-53.4% |
| Participation rate | 49.3% | 66.2%-16.9pp | 78.2%-28.9pp | 67.6%-18.3pp |
| Annual return | 8.54% | 33.33%-24.8pp | 64.74%-56.2pp | 35.62%-27.1pp |
| Employer contribution / active EE | $493 | $3,101-84.1% | $4,674-89.5% | $2,756-82.1% |
| Participant deferral / active EE | $854 | $3,452-75.2% | $5,628-84.8% | $4,297-80.1% |
| Admin fee / account holder | $6,194 | $7,998-22.6% | $15,916-61.1% | $6,935-10.7% |