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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 | $34,363 | $58,493-41.3% | $84,021-59.1% | $72,975-52.9% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.0%-33.3pp | 69.5%-33.8pp |
| Annual return | 11.60% | 28.93%-17.3pp | 71.32%-59.7pp | 81.01%-69.4pp |
| Employer contribution / active EE | $416 | $1,163-64.2% | $1,984-79.0% | $2,440-83.0% |
| Participant deferral / active EE | $962 | $2,394-59.8% | $3,239-70.3% | $3,608-73.3% |
| Admin fee / account holder | $17,393 | $4,569+280.7% | $6,102+185.1% | $5,124+239.4% |