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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 | $57,766 | $71,197-18.9% | $93,669-38.3% | $80,925-28.6% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.8pp | 67.7%-15.7pp |
| Annual return | 4.71% | 11.27%-6.6pp | 133.59%-128.9pp | 35.65%-30.9pp |
| Employer contribution / active EE | $535 | $1,565-65.8% | $2,424-77.9% | $2,756-80.6% |
| Participant deferral / active EE | $709 | $4,036-82.4% | $4,416-83.9% | $4,299-83.5% |
| Admin fee / account holder | $2,054 | $6,959-70.5% | $8,291-75.2% | $6,940-70.4% |