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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 | $43,634 | $58,627-25.6% | $76,735-43.1% | $82,448-47.1% |
| Participation rate | 58.7% | 63.2%-4.5pp | 69.5%-10.8pp | 68.1%-9.4pp |
| Annual return | 7.11% | 39.10%-32.0pp | 29.77%-22.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $432 | $1,729-75.0% | $2,454-82.4% | $2,551-83.1% |
| Participant deferral / active EE | $957 | $3,134-69.4% | $4,088-76.6% | $4,139-76.9% |
| Admin fee / account holder | $2,388 | $5,323-55.1% | $7,189-66.8% | $7,234-67.0% |