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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 | $41,203 | $123,155-66.5% | $108,753-62.1% | $155,188-73.4% |
| Participation rate | 44.4% | 75.6%-31.2pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 4.49% | 44.73%-40.2pp | 37.47%-33.0pp | 148.84%-144.3pp |
| Employer contribution / active EE | $650 | $2,811-76.9% | $2,427-73.2% | $4,248-84.7% |
| Participant deferral / active EE | $742 | $4,623-83.9% | $4,115-82.0% | $6,531-88.6% |
| Admin fee / account holder | $2,451 | $12,126-79.8% | $10,320-76.3% | $14,480-83.1% |