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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 | $42,993 | $75,541-43.1% | $152,093-71.7% | $82,637-48.0% |
| Participation rate | 15.0% | 66.5%-51.5pp | 77.8%-62.8pp | 68.1%-53.1pp |
| Annual return | 8.36% | 32.56%-24.2pp | 66.36%-58.0pp | 53.51%-45.1pp |
| Employer contribution / active EE | $344 | $2,622-86.9% | $4,175-91.8% | $2,552-86.5% |
| Participant deferral / active EE | $367 | $3,206-88.6% | $5,451-93.3% | $4,126-91.1% |
| Admin fee / account holder | $2,340 | $6,405-63.5% | $14,497-83.9% | $7,339-68.1% |