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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 | $42,155 | $56,894-25.9% | $84,753-50.3% | $62,881-33.0% |
| Participation rate | 36.0% | 68.5%-32.5pp | 76.6%-40.6pp | 69.3%-33.3pp |
| Annual return | 2.12% | 6.30%-4.2pp | 22.78%-20.7pp | 20.14%-18.0pp |
| Employer contribution / active EE | $592 | $2,400-75.3% | $3,574-83.4% | $2,281-74.0% |
| Participant deferral / active EE | $736 | $2,709-72.8% | $3,712-80.2% | $3,203-77.0% |
| Admin fee / account holder | $4,130 | $3,581+15.3% | $5,333-22.6% | $4,296-3.9% |