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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 | $41,572 | $58,493-28.9% | $84,021-50.5% | $72,975-43.0% |
| Participation rate | 36.7% | 61.2%-24.5pp | 69.0%-32.3pp | 69.5%-32.8pp |
| Annual return | 2.93% | 28.93%-26.0pp | 71.32%-68.4pp | 81.01%-78.1pp |
| Employer contribution / active EE | $283 | $1,163-75.6% | $1,984-85.7% | $2,440-88.4% |
| Participant deferral / active EE | $376 | $2,394-84.3% | $3,239-88.4% | $3,608-89.6% |
| Admin fee / account holder | $65,013 | $4,569+1323.0% | $6,102+965.5% | $5,124+1168.8% |