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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 | $46,598 | $77,358-39.8% | $102,184-54.4% | $87,485-46.7% |
| Participation rate | 48.5% | 78.7%-30.2pp | 82.6%-34.1pp | 68.9%-20.4pp |
| Annual return | 12.17% | 41.11%-28.9pp | 31.58%-19.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $105 | $2,562-95.9% | $3,594-97.1% | $2,596-96.0% |
| Participant deferral / active EE | $874 | $6,753-87.1% | $8,309-89.5% | $4,274-79.6% |
| Admin fee / account holder | $1,304 | $6,809-80.9% | $11,609-88.8% | $7,775-83.2% |