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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 | $40,339 | $58,848-31.5% | $88,179-54.3% | $82,637-51.2% |
| Participation rate | 4.8% | 57.9%-53.1pp | 69.1%-64.4pp | 68.1%-63.3pp |
| Annual return | 7.16% | 22.76%-15.6pp | 64.97%-57.8pp | 53.51%-46.3pp |
| Employer contribution / active EE | $369 | $1,678-78.0% | $2,549-85.5% | $2,552-85.6% |
| Participant deferral / active EE | $685 | $3,124-78.1% | $4,614-85.1% | $4,126-83.4% |
| Admin fee / account holder | $1,697 | $4,795-64.6% | $7,673-77.9% | $7,339-76.9% |