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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 | $47,836 | $80,705-40.7% | $115,768-58.7% | $67,986-29.6% |
| Participation rate | 23.8% | 63.0%-39.1pp | 74.4%-50.6pp | 57.2%-33.4pp |
| Annual return | 12.53% | 18.49%-6.0pp | 100.46%-87.9pp | 31.67%-19.1pp |
| Employer contribution / active EE | $762 | $2,046-62.8% | $2,940-74.1% | $2,019-62.3% |
| Participant deferral / active EE | $1,378 | $3,559-61.3% | $4,917-72.0% | $3,358-59.0% |
| Admin fee / account holder | $5,183 | $4,135+25.3% | $12,439-58.3% | $3,203+61.8% |