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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 | $22,585 | $48,364-53.3% | $71,796-68.5% | $62,881-64.1% |
| Participation rate | 39.3% | 60.6%-21.3pp | 69.1%-29.8pp | 69.3%-30.0pp |
| Annual return | 4.82% | 13.16%-8.3pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $341 | $1,042-67.3% | $1,924-82.3% | $2,281-85.0% |
| Participant deferral / active EE | $789 | $2,091-62.3% | $2,794-71.8% | $3,203-75.4% |
| Admin fee / account holder | $3,000 | $3,771-20.5% | $4,815-37.7% | $4,296-30.2% |