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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 | $44,604 | $67,602-34.0% | $82,312-45.8% | $70,126-36.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 9.35% | 21.57%-12.2pp | 25.88%-16.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $638 | $1,755-63.6% | $2,428-73.7% | $2,343-72.8% |
| Participant deferral / active EE | $1,229 | $2,987-58.9% | $3,706-66.9% | $3,332-63.1% |
| Admin fee / account holder | $16,610 | $4,512+268.2% | $5,608+196.2% | $4,645+257.6% |