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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 | $28,581 | $54,541-47.6% | $78,778-63.7% | $70,126-59.2% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 5.86% | 21.07%-15.2pp | 35.62%-29.8pp | 73.15%-67.3pp |
| Employer contribution / active EE | $686 | $1,089-37.0% | $1,986-65.5% | $2,343-70.7% |
| Participant deferral / active EE | $705 | $2,210-68.1% | $2,958-76.2% | $3,332-78.8% |
| Admin fee / account holder | $4,301 | $3,709+16.0% | $5,134-16.2% | $4,645-7.4% |