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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 | $35,064 | $56,894-38.4% | $84,753-58.6% | $62,881-44.2% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 3.28% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $891 | $2,400-62.9% | $3,574-75.1% | $2,281-60.9% |
| Participant deferral / active EE | $891 | $2,709-67.1% | $3,712-76.0% | $3,203-72.2% |
| Admin fee / account holder | $15,318 | $3,581+327.8% | $5,333+187.2% | $4,296+256.6% |