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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 | $78,690-41.4% | $161,489-71.4% | $87,485-47.3% |
| Participation rate | 24.1% | 67.5%-43.3pp | 78.7%-54.6pp | 68.9%-44.8pp |
| Annual return | 11.53% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $383 | $2,588-85.2% | $4,268-91.0% | $2,596-85.2% |
| Participant deferral / active EE | $687 | $3,311-79.3% | $5,630-87.8% | $4,274-83.9% |
| Admin fee / account holder | $1,584 | $6,724-76.4% | $16,006-90.1% | $7,775-79.6% |