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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 | $32,003 | $138,312-76.9% | $122,979-74.0% | $155,188-79.4% |
| Participation rate | 52.6% | 80.2%-27.6pp | 77.2%-24.6pp | 80.8%-28.2pp |
| Annual return | 5.75% | 22.06%-16.3pp | 20.12%-14.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $871 | $3,530-75.3% | $3,062-71.6% | $4,248-79.5% |
| Participant deferral / active EE | $994 | $5,592-82.2% | $5,003-80.1% | $6,531-84.8% |
| Admin fee / account holder | $4,079 | $15,089-73.0% | $12,864-68.3% | $14,480-71.8% |