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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 | $23,808 | $49,239-51.6% | $70,462-66.2% | $79,858-70.2% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.7pp | 69.6%-36.3pp |
| Annual return | 4.76% | 30.08%-25.3pp | 109.08%-104.3pp | 31.72%-27.0pp |
| Employer contribution / active EE | $440 | $2,100-79.0% | $2,737-83.9% | $2,471-82.2% |
| Participant deferral / active EE | $569 | $2,769-79.5% | $3,710-84.7% | $3,740-84.8% |
| Admin fee / account holder | $2,480 | $2,876-13.8% | $3,845-35.5% | $5,306-53.3% |