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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 | $46,560 | $101,795-54.3% | $165,100-71.8% | $80,959-42.5% |
| Participation rate | 4.7% | 71.8%-67.2pp | 78.6%-74.0pp | 67.7%-63.0pp |
| Annual return | 7.91% | 16.73%-8.8pp | 70.21%-62.3pp | 35.67%-27.8pp |
| Employer contribution / active EE | $847 | $2,954-71.3% | $4,348-80.5% | $2,757-69.3% |
| Participant deferral / active EE | $1,584 | $4,476-64.6% | $6,035-73.8% | $4,300-63.2% |
| Admin fee / account holder | $9,530 | $8,221+15.9% | $12,696-24.9% | $6,925+37.6% |