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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 | $34,137 | $48,118-29.1% | $136,833-75.1% | $94,015-63.7% |
| Participation rate | 69.0% | 47.4%+21.6pp | 59.0%+9.9pp | 70.8%-1.9pp |
| Annual return | 7.34% | 14.65%-7.3pp | 35.32%-28.0pp | 17.84%-10.5pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $326 | $1,651-80.3% | $2,441-86.7% | $4,249-92.3% |
| Admin fee / account holder | $515 | $3,059-83.2% | $4,706-89.1% | $8,951-94.3% |