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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 | $42,698 | $78,027-45.3% | $178,528-76.1% | $80,925-47.2% |
| Participation rate | 32.4% | 65.7%-33.3pp | 77.1%-44.7pp | 67.7%-35.3pp |
| Annual return | 7.77% | 18.09%-10.3pp | 27.11%-19.3pp | 35.65%-27.9pp |
| Employer contribution / active EE | $589 | $2,281-74.2% | $3,950-85.1% | $2,756-78.6% |
| Participant deferral / active EE | $1,194 | $4,408-72.9% | $6,278-81.0% | $4,299-72.2% |
| Admin fee / account holder | $711 | $7,168-90.1% | $10,419-93.2% | $6,940-89.7% |