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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 | $62,613 | $78,520-20.3% | $96,576-35.2% | $82,448-24.1% |
| Participation rate | 36.2% | 77.7%-41.5pp | 81.4%-45.2pp | 68.1%-31.8pp |
| Annual return | 12.60% | 41.30%-28.7pp | 38.47%-25.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $71 | $2,630-97.3% | $3,553-98.0% | $2,551-97.2% |
| Participant deferral / active EE | $1,412 | $6,754-79.1% | $7,956-82.3% | $4,139-65.9% |
| Admin fee / account holder | $8,398 | $13,455-37.6% | $11,381-26.2% | $7,234+16.1% |