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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 | $40,409 | $87,132-53.6% | $105,624-61.7% | $80,959-50.1% |
| Participation rate | 40.7% | 70.4%-29.7pp | 75.3%-34.5pp | 67.7%-26.9pp |
| Annual return | 5.61% | 17.03%-11.4pp | 116.20%-110.6pp | 35.67%-30.1pp |
| Employer contribution / active EE | $937 | $2,397-60.9% | $3,168-70.4% | $2,757-66.0% |
| Participant deferral / active EE | $1,358 | $3,985-65.9% | $5,013-72.9% | $4,300-68.4% |
| Admin fee / account holder | $7,543 | $8,449-10.7% | $10,961-31.2% | $6,925+8.9% |