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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 | $34,462 | $78,690-56.2% | $161,489-78.7% | $87,485-60.6% |
| Participation rate | 37.5% | 67.5%-30.0pp | 78.7%-41.2pp | 68.9%-31.4pp |
| Annual return | 7.97% | 32.74%-24.8pp | 89.72%-81.8pp | 26.06%-18.1pp |
| Employer contribution / active EE | $348 | $2,588-86.5% | $4,268-91.8% | $2,596-86.6% |
| Participant deferral / active EE | $367 | $3,311-88.9% | $5,630-93.5% | $4,274-91.4% |
| Admin fee / account holder | $4,686 | $6,724-30.3% | $16,006-70.7% | $7,775-39.7% |