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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 | $30,948 | $52,884-41.5% | $84,753-63.5% | $55,167-43.9% |
| Participation rate | 33.9% | 67.5%-33.6pp | 76.6%-42.7pp | 69.0%-35.1pp |
| Annual return | 3.96% | 18.03%-14.1pp | 22.78%-18.8pp | 169.23%-165.3pp |
| Employer contribution / active EE | $593 | $2,233-73.4% | $3,574-83.4% | $1,963-69.8% |
| Participant deferral / active EE | $947 | $2,644-64.2% | $3,712-74.5% | $3,054-69.0% |
| Admin fee / account holder | $358 | $581-38.3% | $5,333-93.3% | $504-28.9% |