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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 | $43,968 | $56,894-22.7% | $84,753-48.1% | $62,881-30.1% |
| Participation rate | 20.0% | 68.5%-48.5pp | 76.6%-56.6pp | 69.3%-49.3pp |
| Annual return | 4.03% | 6.30%-2.3pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $484 | $2,400-79.8% | $3,574-86.5% | $2,281-78.8% |
| Participant deferral / active EE | $671 | $2,709-75.2% | $3,712-81.9% | $3,203-79.0% |
| Admin fee / account holder | $4,918 | $3,581+37.3% | $5,333-7.8% | $4,296+14.5% |