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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 | $36,220 | $81,331-55.5% | $155,534-76.7% | $80,935-55.2% |
| Participation rate | 44.2% | 66.3%-22.1pp | 78.2%-34.0pp | 67.7%-23.5pp |
| Annual return | 8.58% | 33.37%-24.8pp | 64.92%-56.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $399 | $3,105-87.2% | $4,675-91.5% | $2,757-85.5% |
| Participant deferral / active EE | $878 | $3,454-74.6% | $5,630-84.4% | $4,299-79.6% |
| Admin fee / account holder | $1,731 | $7,999-78.4% | $15,900-89.1% | $6,924-75.0% |