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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 | $46,123 | $46,599-1.0% | $64,101-28.0% | $75,173-38.6% |
| Participation rate | 13.4% | 65.9%-52.5pp | 72.3%-58.9pp | 67.2%-53.8pp |
| Annual return | 9.97% | 26.06%-16.1pp | 33.72%-23.8pp | 160.72%-150.8pp |
| Employer contribution / active EE | $441 | $1,975-77.7% | $2,749-84.0% | $2,671-83.5% |
| Participant deferral / active EE | $604 | $2,837-78.7% | $3,881-84.4% | $4,126-85.4% |
| Admin fee / account holder | $6,116 | $2,956+106.9% | $3,070+99.2% | $5,651+8.2% |