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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 | $41,816 | $54,541-23.3% | $78,778-46.9% | $70,124-40.4% |
| Participation rate | 7.9% | 60.8%-52.9pp | 69.2%-61.3pp | 69.5%-61.6pp |
| Annual return | 1.23% | 21.07%-19.8pp | 35.62%-34.4pp | 73.14%-71.9pp |
| Employer contribution / active EE | $221 | $1,089-79.7% | $1,986-88.9% | $2,342-90.6% |
| Participant deferral / active EE | $471 | $2,210-78.7% | $2,958-84.1% | $3,332-85.9% |
| Admin fee / account holder | $3,905 | $3,709+5.3% | $5,134-23.9% | $4,645-15.9% |