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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 | $79,894-41.4% | $135,792-65.5% | $82,637-43.3% |
| Participation rate | 35.8% | 63.0%-27.2pp | 72.6%-36.8pp | 68.1%-32.2pp |
| Annual return | 11.88% | 17.20%-5.3pp | 25.96%-14.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $595 | $2,165-72.5% | $3,496-83.0% | $2,552-76.7% |
| Participant deferral / active EE | $891 | $3,194-72.1% | $4,759-81.3% | $4,126-78.4% |
| Admin fee / account holder | $24,263 | $6,434+277.1% | $12,266+97.8% | $7,339+230.6% |