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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 | $36,589 | $72,492-49.5% | $87,104-58.0% | $72,975-49.9% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.9%-35.2pp | 69.5%-27.8pp |
| Annual return | 2.81% | 24.46%-21.6pp | 28.19%-25.4pp | 81.01%-78.2pp |
| Employer contribution / active EE | $661 | $1,894-65.1% | $2,521-73.8% | $2,440-72.9% |
| Participant deferral / active EE | $1,165 | $3,270-64.4% | $4,048-71.2% | $3,608-67.7% |
| Admin fee / account holder | $3,218 | $5,055-36.3% | $7,491-57.0% | $5,124-37.2% |