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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 | $37,663 | $63,845-41.0% | $81,370-53.7% | $80,959-53.5% |
| Participation rate | 26.4% | 63.9%-37.5pp | 69.5%-43.1pp | 67.7%-41.3pp |
| Annual return | 7.56% | 16.37%-8.8pp | 24.85%-17.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $591 | $1,980-70.1% | $2,464-76.0% | $2,757-78.6% |
| Participant deferral / active EE | $813 | $3,093-73.7% | $3,885-79.1% | $4,300-81.1% |
| Admin fee / account holder | $8,696 | $5,688+52.9% | $5,749+51.2% | $6,925+25.6% |