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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 | $39,222 | $86,949-54.9% | $102,460-61.7% | $80,959-51.6% |
| Participation rate | 47.7% | 72.4%-24.7pp | 76.5%-28.8pp | 67.7%-19.9pp |
| Annual return | 6.27% | 18.89%-12.6pp | 29.47%-23.2pp | 35.67%-29.4pp |
| Employer contribution / active EE | $707 | $2,370-70.2% | $3,025-76.6% | $2,757-74.4% |
| Participant deferral / active EE | $1,192 | $4,121-71.1% | $5,056-76.4% | $4,300-72.3% |
| Admin fee / account holder | $3,549 | $8,048-55.9% | $9,460-62.5% | $6,925-48.8% |