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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 | $46,144 | $76,407-39.6% | $150,298-69.3% | $82,448-44.0% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 11.53% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $383 | $2,614-85.3% | $4,154-90.8% | $2,551-85.0% |
| Participant deferral / active EE | $687 | $3,214-78.6% | $5,453-87.4% | $4,139-83.4% |
| Admin fee / account holder | $1,584 | $6,352-75.1% | $14,116-88.8% | $7,234-78.1% |