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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 | $34,094 | $67,602-49.6% | $82,312-58.6% | $70,126-51.4% |
| Participation rate | 36.1% | 72.8%-36.6pp | 76.9%-40.7pp | 69.5%-33.4pp |
| Annual return | 9.49% | 21.57%-12.1pp | 25.88%-16.4pp | 73.15%-63.7pp |
| Employer contribution / active EE | $373 | $1,755-78.7% | $2,428-84.6% | $2,343-84.1% |
| Participant deferral / active EE | $833 | $2,987-72.1% | $3,706-77.5% | $3,332-75.0% |
| Admin fee / account holder | $1,324 | $4,512-70.6% | $5,608-76.4% | $4,645-71.5% |