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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 | $35,767 | $67,602-47.1% | $82,312-56.5% | $70,126-49.0% |
| Participation rate | 48.5% | 72.8%-24.2pp | 76.9%-28.4pp | 69.5%-21.0pp |
| Annual return | 12.05% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $758 | $1,755-56.8% | $2,428-68.8% | $2,343-67.6% |
| Participant deferral / active EE | $1,214 | $2,987-59.4% | $3,706-67.2% | $3,332-63.6% |
| Admin fee / account holder | $3,003 | $4,512-33.4% | $5,608-46.4% | $4,645-35.4% |