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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 | $36,737 | $75,541-51.4% | $152,093-75.8% | $82,637-55.5% |
| Participation rate | 41.8% | 66.5%-24.8pp | 77.8%-36.0pp | 68.1%-26.3pp |
| Annual return | 12.59% | 32.56%-20.0pp | 66.36%-53.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $366 | $2,622-86.0% | $4,175-91.2% | $2,552-85.6% |
| Participant deferral / active EE | $624 | $3,206-80.5% | $5,451-88.5% | $4,126-84.9% |
| Admin fee / account holder | $2,005 | $6,405-68.7% | $14,497-86.2% | $7,339-72.7% |