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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 | $27,935 | $67,411-58.6% | $91,004-69.3% | $70,126-60.2% |
| Participation rate | 40.7% | 71.4%-30.7pp | 75.6%-34.9pp | 69.5%-28.9pp |
| Annual return | 12.28% | -40.16%+52.4pp | 4.60%+7.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $752 | $1,786-57.9% | $2,456-69.4% | $2,343-67.9% |
| Participant deferral / active EE | $1,207 | $2,823-57.2% | $3,548-66.0% | $3,332-63.8% |
| Admin fee / account holder | $3,124 | $4,236-26.3% | $5,417-42.3% | $4,645-32.8% |