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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 | $40,880 | $58,493-30.1% | $84,021-51.3% | $72,975-44.0% |
| Participation rate | 19.2% | 61.2%-42.0pp | 69.0%-49.8pp | 69.5%-50.3pp |
| Annual return | 1.24% | 28.93%-27.7pp | 71.32%-70.1pp | 81.01%-79.8pp |
| Employer contribution / active EE | $369 | $1,163-68.3% | $1,984-81.4% | $2,440-84.9% |
| Participant deferral / active EE | $742 | $2,394-69.0% | $3,239-77.1% | $3,608-79.4% |
| Admin fee / account holder | $1,398 | $4,569-69.4% | $6,102-77.1% | $5,124-72.7% |