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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 | $46,785 | $85,171-45.1% | $172,753-72.9% | $72,976-35.9% |
| Participation rate | 33.9% | 70.1%-36.1pp | 82.6%-48.7pp | 69.5%-35.6pp |
| Annual return | 15.68% | 27.32%-11.6pp | 803.00%-787.3pp | 81.02%-65.3pp |
| Employer contribution / active EE | $469 | $3,324-85.9% | $5,144-90.9% | $2,440-80.8% |
| Participant deferral / active EE | $610 | $3,260-81.3% | $5,198-88.3% | $3,608-83.1% |
| Admin fee / account holder | $6,090 | $5,880+3.6% | $13,956-56.4% | $5,124+18.8% |