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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 | $37,617 | $60,349-37.7% | $74,184-49.3% | $62,881-40.2% |
| Participation rate | 40.5% | 72.7%-32.2pp | 76.6%-36.1pp | 69.3%-28.8pp |
| Annual return | 3.51% | 21.38%-17.9pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $658 | $1,680-60.8% | $2,370-72.2% | $2,281-71.2% |
| Participant deferral / active EE | $892 | $2,856-68.8% | $3,550-74.9% | $3,203-72.1% |
| Admin fee / account holder | $2,427 | $4,261-43.0% | $5,586-56.6% | $4,296-43.5% |