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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 | $106,749-55.8% | $145,433-67.6% | $82,448-42.8% |
| Participation rate | 34.5% | 75.6%-41.2pp | 82.1%-47.6pp | 68.1%-33.6pp |
| Annual return | 6.09% | 27.59%-21.5pp | 66.58%-60.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $786 | $3,444-77.2% | $4,554-82.7% | $2,551-69.2% |
| Participant deferral / active EE | $2,197 | $6,519-66.3% | $7,897-72.2% | $4,139-46.9% |
| Admin fee / account holder | $40,687 | $8,390+384.9% | $13,129+209.9% | $7,234+462.4% |