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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 | $39,217 | $71,215-44.9% | $93,696-58.1% | $80,935-51.5% |
| Participation rate | 47.1% | 60.4%-13.3pp | 68.7%-21.7pp | 67.7%-20.6pp |
| Annual return | 9.36% | 11.27%-1.9pp | 133.74%-124.4pp | 35.66%-26.3pp |
| Employer contribution / active EE | $697 | $1,565-55.4% | $2,422-71.2% | $2,757-74.7% |
| Participant deferral / active EE | $1,229 | $4,037-69.6% | $4,417-72.2% | $4,299-71.4% |
| Admin fee / account holder | $1,566 | $6,958-77.5% | $8,287-81.1% | $6,924-77.4% |