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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 | $37,581 | $81,487-53.9% | $102,412-63.3% | $80,935-53.6% |
| Participation rate | 20.9% | 66.8%-46.0pp | 74.5%-53.6pp | 67.7%-46.8pp |
| Annual return | 10.23% | 25.60%-15.4pp | 24.94%-14.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $798 | $3,103-74.3% | $3,870-79.4% | $2,757-71.1% |
| Participant deferral / active EE | $880 | $3,871-77.3% | $5,060-82.6% | $4,299-79.5% |
| Admin fee / account holder | $6,822 | $6,717+1.6% | $8,388-18.7% | $6,924-1.5% |