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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 | $35,502 | $73,981-52.0% | $105,754-66.4% | $62,881-43.5% |
| Participation rate | 32.1% | 71.7%-39.6pp | 78.9%-46.8pp | 69.3%-37.2pp |
| Annual return | 4.63% | 17.60%-13.0pp | 12.25%-7.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $716 | $2,856-74.9% | $4,079-82.4% | $2,281-68.6% |
| Participant deferral / active EE | $1,216 | $4,038-69.9% | $5,326-77.2% | $3,203-62.0% |
| Admin fee / account holder | $21,399 | $5,976+258.0% | $8,309+157.5% | $4,296+398.1% |