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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 | $39,295 | $87,878-55.3% | $97,411-59.7% | $82,637-52.4% |
| Participation rate | 69.4% | 75.6%-6.2pp | 80.4%-11.0pp | 68.1%+1.3pp |
| Annual return | 12.62% | 54.63%-42.0pp | 34.72%-22.1pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $355 | $5,525-93.6% | $5,886-94.0% | $4,126-91.4% |
| Admin fee / account holder | $2,041 | $6,743-69.7% | $7,145-71.4% | $7,339-72.2% |