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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 | $55,482-26.5% | $76,051-46.4% | $77,692-47.5% |
| Participation rate | 23.8% | 63.7%-39.9pp | 69.1%-45.3pp | 70.6%-46.8pp |
| Annual return | 10.22% | 17.09%-6.9pp | 360.42%-350.2pp | 31.25%-21.0pp |
| Employer contribution / active EE | $481 | $1,792-73.2% | $2,690-82.1% | $2,726-82.4% |
| Participant deferral / active EE | $1,106 | $3,455-68.0% | $4,257-74.0% | $4,648-76.2% |
| Admin fee / account holder | $1,555 | $407+281.6% | $6,416-75.8% | $431+261.1% |