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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 | $77,814-55.7% | $158,223-78.2% | $86,983-60.4% |
| Participation rate | 37.5% | 68.4%-30.9pp | 79.2%-41.7pp | 69.5%-32.0pp |
| Annual return | 7.97% | 30.54%-22.6pp | 52.09%-44.1pp | 25.83%-17.9pp |
| Employer contribution / active EE | $348 | $2,592-86.6% | $4,109-91.5% | $2,584-86.5% |
| Participant deferral / active EE | $367 | $3,270-88.8% | $5,467-93.3% | $4,194-91.2% |
| Admin fee / account holder | $4,686 | $5,879-20.3% | $16,047-70.8% | $7,856-40.4% |