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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 | $40,015 | $70,430-43.2% | $96,572-58.6% | $85,851-53.4% |
| Participation rate | 33.3% | 61.8%-28.5pp | 69.8%-36.5pp | 69.3%-36.0pp |
| Annual return | 5.03% | 18.58%-13.6pp | 37.79%-32.8pp | 318.63%-313.6pp |
| Employer contribution / active EE | $676 | $1,413-52.1% | $2,357-71.3% | $2,565-73.6% |
| Participant deferral / active EE | $698 | $2,894-75.9% | $3,850-81.9% | $3,952-82.3% |
| Admin fee / account holder | $1,492 | $4,996-70.1% | $6,183-75.9% | $6,261-76.2% |