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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 | $34,467 | $71,215-51.6% | $93,696-63.2% | $80,935-57.4% |
| Participation rate | 56.3% | 60.4%-4.2pp | 68.7%-12.5pp | 67.7%-11.4pp |
| Annual return | 9.52% | 11.27%-1.7pp | 133.74%-124.2pp | 35.66%-26.1pp |
| Employer contribution / active EE | $540 | $1,565-65.5% | $2,422-77.7% | $2,757-80.4% |
| Participant deferral / active EE | $1,094 | $4,037-72.9% | $4,417-75.2% | $4,299-74.6% |
| Admin fee / account holder | $2,356 | $6,958-66.1% | $8,287-71.6% | $6,924-66.0% |