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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 | $35,583 | $55,902-36.3% | $76,030-53.2% | $80,959-56.0% |
| Participation rate | 45.2% | 62.1%-16.9pp | 69.1%-23.9pp | 67.7%-22.5pp |
| Annual return | 6.53% | 20.59%-14.1pp | 361.54%-355.0pp | 35.67%-29.1pp |
| Employer contribution / active EE | $395 | $1,867-78.8% | $2,688-85.3% | $2,757-85.7% |
| Participant deferral / active EE | $637 | $3,051-79.1% | $4,257-85.0% | $4,300-85.2% |
| Admin fee / account holder | $6,127 | $5,239+16.9% | $6,421-4.6% | $6,925-11.5% |