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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 | $46,514 | $65,027-28.5% | $90,970-48.9% | $79,852-41.7% |
| Participation rate | 24.0% | 61.6%-37.6pp | 69.0%-45.0pp | 69.6%-45.6pp |
| Annual return | 5.79% | 30.45%-24.7pp | 134.58%-128.8pp | 31.72%-25.9pp |
| Employer contribution / active EE | $357 | $1,247-71.4% | $2,122-83.2% | $2,471-85.5% |
| Participant deferral / active EE | $714 | $2,512-71.6% | $3,373-78.8% | $3,740-80.9% |
| Admin fee / account holder | $3,843 | $4,535-15.3% | $5,960-35.5% | $5,306-27.6% |