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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 | $41,020 | $56,894-27.9% | $84,753-51.6% | $62,881-34.8% |
| Participation rate | 13.9% | 68.5%-54.6pp | 76.6%-62.7pp | 69.3%-55.4pp |
| Annual return | 2.08% | 6.30%-4.2pp | 22.78%-20.7pp | 20.14%-18.1pp |
| Employer contribution / active EE | $506 | $2,400-78.9% | $3,574-85.8% | $2,281-77.8% |
| Participant deferral / active EE | $968 | $2,709-64.3% | $3,712-73.9% | $3,203-69.8% |
| Admin fee / account holder | $841 | $3,581-76.5% | $5,333-84.2% | $4,296-80.4% |