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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 | $31,167 | $48,364-35.6% | $71,796-56.6% | $62,881-50.4% |
| Participation rate | 49.0% | 60.6%-11.6pp | 69.1%-20.1pp | 69.3%-20.3pp |
| Annual return | 3.83% | 13.16%-9.3pp | 78.04%-74.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $521 | $1,042-50.0% | $1,924-72.9% | $2,281-77.2% |
| Participant deferral / active EE | $874 | $2,091-58.2% | $2,794-68.7% | $3,203-72.7% |
| Admin fee / account holder | $1,896 | $3,771-49.7% | $4,815-60.6% | $4,296-55.9% |