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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 | $45,351 | $99,345-54.4% | $84,753-46.5% | $273,972-83.4% |
| Participation rate | 65.2% | 80.7%-15.5pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 1.63% | 22.93%-21.3pp | 22.78%-21.2pp | 41.46%-39.8pp |
| Employer contribution / active EE | $11,620 | $4,214+175.8% | $3,574+225.1% | $4,869+138.7% |
| Participant deferral / active EE | $3 | $4,270-99.9% | $3,712-99.9% | $5,287-99.9% |
| Admin fee / account holder | $12,437 | $6,645+87.2% | $5,333+133.2% | $10,133+22.7% |