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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 | $81,262-55.4% | $155,602-76.7% | $80,911-55.2% |
| Participation rate | 44.2% | 66.2%-22.1pp | 78.2%-34.0pp | 67.6%-23.5pp |
| Annual return | 8.58% | 33.34%-24.8pp | 64.81%-56.2pp | 35.63%-27.1pp |
| Employer contribution / active EE | $399 | $3,102-87.1% | $4,675-91.5% | $2,756-85.5% |
| Participant deferral / active EE | $878 | $3,451-74.6% | $5,629-84.4% | $4,297-79.6% |
| Admin fee / account holder | $1,731 | $7,992-78.3% | $15,923-89.1% | $6,935-75.0% |