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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 | $47,186 | $64,909-27.3% | $82,313-42.7% | $62,293-24.3% |
| Participation rate | 50.5% | 74.9%-24.4pp | 76.9%-26.4pp | 69.5%-19.0pp |
| Annual return | 13.01% | 21.18%-8.2pp | 25.88%-12.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $632 | $1,676-62.3% | $2,428-74.0% | $2,042-69.1% |
| Participant deferral / active EE | $1,260 | $3,103-59.4% | $3,706-66.0% | $3,169-60.2% |
| Admin fee / account holder | $1,861 | $440+323.3% | $5,608-66.8% | $479+288.2% |