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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 | $40,798 | $55,402-26.4% | $76,089-46.4% | $77,714-47.5% |
| Participation rate | 23.8% | 63.6%-39.8pp | 69.1%-45.3pp | 70.6%-46.8pp |
| Annual return | 10.22% | 17.09%-6.9pp | 360.94%-350.7pp | 31.26%-21.0pp |
| Employer contribution / active EE | $481 | $1,789-73.1% | $2,690-82.1% | $2,727-82.4% |
| Participant deferral / active EE | $1,106 | $3,450-67.9% | $4,259-74.0% | $4,649-76.2% |
| Admin fee / account holder | $1,555 | $410+279.0% | $6,418-75.8% | $433+258.8% |