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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 | $29,048 | $58,627-50.5% | $76,735-62.1% | $82,448-64.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 11.52% | 39.10%-27.6pp | 29.77%-18.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $708 | $1,729-59.0% | $2,454-71.1% | $2,551-72.2% |
| Participant deferral / active EE | $1,023 | $3,134-67.4% | $4,088-75.0% | $4,139-75.3% |
| Admin fee / account holder | $4,096 | $5,323-23.0% | $7,189-43.0% | $7,234-43.4% |