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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 | $77,814-44.7% | $158,223-72.8% | $86,983-50.6% |
| Participation rate | 15.0% | 68.4%-53.4pp | 79.2%-64.2pp | 69.5%-54.5pp |
| Annual return | 8.36% | 30.54%-22.2pp | 52.09%-43.7pp | 25.83%-17.5pp |
| Employer contribution / active EE | $344 | $2,592-86.7% | $4,109-91.6% | $2,584-86.7% |
| Participant deferral / active EE | $367 | $3,270-88.8% | $5,467-93.3% | $4,194-91.3% |
| Admin fee / account holder | $2,340 | $5,879-60.2% | $16,047-85.4% | $7,856-70.2% |