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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 | $48,579 | $89,364-45.6% | $141,177-65.6% | $72,983-33.4% |
| Participation rate | 21.6% | 75.1%-53.5pp | 82.5%-60.9pp | 69.5%-47.9pp |
| Annual return | 18.51% | 111.86%-93.3pp | 71.40%-52.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $798 | $3,115-74.4% | $4,736-83.2% | $2,440-67.3% |
| Participant deferral / active EE | $1,885 | $5,419-65.2% | $6,710-71.9% | $3,608-47.7% |
| Admin fee / account holder | $5,707 | $5,959-4.2% | $10,263-44.4% | $5,124+11.4% |