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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 | $47,158 | $106,864-55.9% | $147,318-68.0% | $82,637-42.9% |
| Participation rate | 34.5% | 75.5%-41.0pp | 82.1%-47.6pp | 68.1%-33.6pp |
| Annual return | 6.09% | 27.49%-21.4pp | 70.43%-64.3pp | 53.51%-47.4pp |
| Employer contribution / active EE | $786 | $3,417-77.0% | $4,593-82.9% | $2,552-69.2% |
| Participant deferral / active EE | $2,197 | $6,496-66.2% | $7,906-72.2% | $4,126-46.8% |
| Admin fee / account holder | $40,687 | $8,415+383.5% | $13,708+196.8% | $7,339+454.4% |