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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 | $53,307 | $52,639+1.3% | $185,117-71.2% | $62,293-14.4% |
| Participation rate | 15.0% | 63.9%-48.9pp | 77.3%-62.3pp | 69.5%-54.5pp |
| Annual return | 14.30% | 19.57%-5.3pp | 40.50%-26.2pp | 28.90%-14.6pp |
| Employer contribution / active EE | $455 | $1,483-69.3% | $4,182-89.1% | $2,042-77.7% |
| Participant deferral / active EE | $724 | $3,097-76.6% | $5,045-85.7% | $3,169-77.2% |
| Admin fee / account holder | $4,344 | $374+1062.6% | $8,159-46.8% | $479+806.2% |