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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 | $36,615 | $78,428-53.3% | $95,960-61.8% | $79,852-54.1% |
| Participation rate | 45.9% | 73.5%-27.5pp | 77.1%-31.1pp | 69.6%-23.7pp |
| Annual return | 4.87% | 19.37%-14.5pp | 91.63%-86.8pp | 31.72%-26.9pp |
| Employer contribution / active EE | $474 | $1,945-75.6% | $2,541-81.3% | $2,471-80.8% |
| Participant deferral / active EE | $956 | $3,440-72.2% | $4,167-77.0% | $3,740-74.4% |
| Admin fee / account holder | $2,780 | $5,622-50.5% | $6,797-59.1% | $5,306-47.6% |