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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 | $51,002 | $80,985-37.0% | $96,576-47.2% | $75,181-32.2% |
| Participation rate | 41.7% | 71.8%-30.1pp | 76.0%-34.3pp | 67.2%-25.5pp |
| Annual return | 11.84% | 27.05%-15.2pp | 25.87%-14.0pp | 160.69%-148.8pp |
| Employer contribution / active EE | $787 | $2,282-65.5% | $2,965-73.5% | $2,671-70.5% |
| Participant deferral / active EE | $1,079 | $3,929-72.5% | $4,851-77.8% | $4,126-73.8% |
| Admin fee / account holder | $13,612 | $6,719+102.6% | $8,253+64.9% | $5,650+140.9% |