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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 | $31,538 | $71,230-55.7% | $93,727-66.4% | $80,959-61.0% |
| Participation rate | 34.7% | 60.4%-25.7pp | 68.7%-34.0pp | 67.7%-33.0pp |
| Annual return | 4.79% | 11.26%-6.5pp | 133.83%-129.0pp | 35.67%-30.9pp |
| Employer contribution / active EE | $447 | $1,565-71.4% | $2,421-81.5% | $2,757-83.8% |
| Participant deferral / active EE | $1,161 | $4,037-71.3% | $4,417-73.7% | $4,300-73.0% |
| Admin fee / account holder | $2,361 | $6,961-66.1% | $8,292-71.5% | $6,925-65.9% |