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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 | $40,570 | $56,287-27.9% | $80,977-49.9% | $62,881-35.5% |
| Participation rate | 52.0% | 68.9%-16.9pp | 75.8%-23.8pp | 69.3%-17.3pp |
| Annual return | 3.02% | 22.13%-19.1pp | 17.11%-14.1pp | 20.14%-17.1pp |
| Employer contribution / active EE | $431 | $1,943-77.8% | $3,715-88.4% | $2,281-81.1% |
| Participant deferral / active EE | $772 | $4,196-81.6% | $5,696-86.5% | $3,203-75.9% |
| Admin fee / account holder | $11,768 | $3,742+214.5% | $5,517+113.3% | $4,296+174.0% |