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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 | $46,856 | $77,896-39.8% | $134,172-65.1% | $82,448-43.2% |
| Participation rate | 35.8% | 62.8%-27.0pp | 72.5%-36.6pp | 68.1%-32.2pp |
| Annual return | 11.88% | 18.21%-6.3pp | 25.30%-13.4pp | 41.64%-29.8pp |
| Employer contribution / active EE | $595 | $2,159-72.5% | $3,420-82.6% | $2,551-76.7% |
| Participant deferral / active EE | $891 | $3,162-71.8% | $4,690-81.0% | $4,139-78.5% |
| Admin fee / account holder | $24,263 | $6,336+282.9% | $12,016+101.9% | $7,234+235.4% |