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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 | $39,494 | $57,073-30.8% | $85,126-53.6% | $80,925-51.2% |
| Participation rate | 56.4% | 56.4%0pp | 67.5%-11.1pp | 67.7%-11.2pp |
| Annual return | 9.23% | 21.69%-12.5pp | 66.63%-57.4pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,441 | $1,801-20.0% | $2,731-47.2% | $2,756-47.7% |
| Participant deferral / active EE | $705 | $3,113-77.3% | $4,523-84.4% | $4,299-83.6% |
| Admin fee / account holder | $11,450 | $4,988+129.6% | $6,160+85.9% | $6,940+65.0% |