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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 | $46,169 | $65,122-29.1% | $135,792-66.0% | $64,097-28.0% |
| Participation rate | 25.4% | 47.1%-21.8pp | 72.6%-47.2pp | 55.2%-29.8pp |
| Annual return | 10.25% | 14.53%-4.3pp | 25.96%-15.7pp | 34.64%-24.4pp |
| Employer contribution / active EE | $994 | $1,280-22.4% | $3,496-71.6% | $1,891-47.5% |
| Participant deferral / active EE | $482 | $2,219-78.3% | $4,759-89.9% | $3,080-84.4% |
| Admin fee / account holder | $992 | $3,120-68.2% | $12,266-91.9% | $3,454-71.3% |