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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 | $38,728 | $51,638-25.0% | $68,368-43.4% | $82,448-53.0% |
| Participation rate | 13.9% | 63.6%-49.7pp | 73.8%-59.9pp | 68.1%-54.2pp |
| Annual return | 8.83% | 37.53%-28.7pp | 292.57%-283.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $345 | $2,047-83.1% | $2,649-87.0% | $2,551-86.5% |
| Participant deferral / active EE | $415 | $2,914-85.7% | $4,123-89.9% | $4,139-90.0% |
| Admin fee / account holder | $412 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |