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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 | $40,242 | $99,875-59.7% | $146,866-72.6% | $86,983-53.7% |
| Participation rate | 32.1% | 75.8%-43.7pp | 82.5%-50.4pp | 69.5%-37.4pp |
| Annual return | 12.17% | 28.10%-15.9pp | 102.85%-90.7pp | 25.83%-13.7pp |
| Employer contribution / active EE | $403 | $3,224-87.5% | $4,425-90.9% | $2,584-84.4% |
| Participant deferral / active EE | $1,056 | $6,322-83.3% | $7,759-86.4% | $4,194-74.8% |
| Admin fee / account holder | $797 | $7,838-89.8% | $13,620-94.1% | $7,856-89.9% |