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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 | $54,025 | $78,197-30.9% | $98,090-44.9% | $82,637-34.6% |
| Participation rate | 29.6% | 77.5%-47.8pp | 81.5%-51.9pp | 68.1%-38.4pp |
| Annual return | 2.19% | 40.25%-38.1pp | 37.05%-34.9pp | 53.51%-51.3pp |
| Employer contribution / active EE | $459 | $2,605-82.4% | $3,606-87.3% | $2,552-82.0% |
| Participant deferral / active EE | $1,111 | $6,636-83.3% | $7,845-85.8% | $4,126-73.1% |
| Admin fee / account holder | $28,509 | $14,832+92.2% | $11,815+141.3% | $7,339+288.5% |