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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 | $50,984 | $87,106-41.5% | $105,607-51.7% | $80,935-37.0% |
| Participation rate | 38.2% | 70.4%-32.2pp | 75.3%-37.1pp | 67.7%-29.5pp |
| Annual return | 7.18% | 17.01%-9.8pp | 116.11%-108.9pp | 35.66%-28.5pp |
| Employer contribution / active EE | $724 | $2,396-69.8% | $3,167-77.1% | $2,757-73.7% |
| Participant deferral / active EE | $1,673 | $3,986-58.0% | $5,011-66.6% | $4,299-61.1% |
| Admin fee / account holder | $26,298 | $8,447+211.3% | $10,958+140.0% | $6,924+279.8% |