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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 | $33,594 | $71,215-52.8% | $93,696-64.1% | $80,935-58.5% |
| Participation rate | 25.5% | 60.4%-34.9pp | 68.7%-43.2pp | 67.7%-42.1pp |
| Annual return | 7.72% | 11.27%-3.5pp | 133.74%-126.0pp | 35.66%-27.9pp |
| Employer contribution / active EE | $492 | $1,565-68.5% | $2,422-79.7% | $2,757-82.1% |
| Participant deferral / active EE | $854 | $4,037-78.9% | $4,417-80.7% | $4,299-80.1% |
| Admin fee / account holder | $907 | $6,958-87.0% | $8,287-89.1% | $6,924-86.9% |