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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 | $32,467 | $81,262-60.0% | $155,602-79.1% | $80,911-59.9% |
| Participation rate | 48.4% | 66.2%-17.9pp | 78.2%-29.8pp | 67.6%-19.3pp |
| Annual return | 5.66% | 33.34%-27.7pp | 64.81%-59.1pp | 35.63%-30.0pp |
| Employer contribution / active EE | $2,199 | $3,102-29.1% | $4,675-53.0% | $2,756-20.2% |
| Participant deferral / active EE | $23 | $3,451-99.3% | $5,629-99.6% | $4,297-99.5% |
| Admin fee / account holder | $11,115 | $7,992+39.1% | $15,923-30.2% | $6,935+60.3% |