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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 | $53,103 | $72,027-26.3% | $185,835-71.4% | $79,852-33.5% |
| Participation rate | 34.2% | 65.8%-31.6pp | 78.0%-43.8pp | 69.6%-35.4pp |
| Annual return | 6.37% | 23.13%-16.8pp | 35.96%-29.6pp | 31.72%-25.4pp |
| Employer contribution / active EE | $502 | $1,965-74.5% | $4,087-87.7% | $2,471-79.7% |
| Participant deferral / active EE | $621 | $3,780-83.6% | $5,633-89.0% | $3,740-83.4% |
| Admin fee / account holder | $33,560 | $4,513+643.6% | $9,502+253.2% | $5,306+532.5% |