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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 | $35,848 | $67,606-47.0% | $82,313-56.4% | $70,124-48.9% |
| Participation rate | 42.2% | 72.8%-30.6pp | 76.9%-34.7pp | 69.5%-27.4pp |
| Annual return | 10.99% | 21.57%-10.6pp | 25.88%-14.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $369 | $1,755-79.0% | $2,428-84.8% | $2,342-84.2% |
| Participant deferral / active EE | $1,303 | $2,987-56.4% | $3,706-64.8% | $3,332-60.9% |
| Admin fee / account holder | $392 | $4,512-91.3% | $5,608-93.0% | $4,645-91.6% |