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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 | $23,642 | $53,774-56.0% | $134,162-82.4% | $79,856-70.4% |
| Participation rate | 40.0% | 58.8%-18.8pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | 8.84% | 19.01%-10.2pp | 36.35%-27.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $423 | $1,322-68.0% | $3,705-88.6% | $2,471-82.9% |
| Participant deferral / active EE | $643 | $2,420-73.4% | $3,500-81.6% | $3,741-82.8% |
| Admin fee / account holder | $2,528 | $3,985-36.6% | $6,685-62.2% | $5,306-52.4% |