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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 | $48,832 | $73,638-33.7% | $95,960-49.1% | $73,493-33.6% |
| Participation rate | 22.6% | 76.2%-53.5pp | 77.1%-54.4pp | 70.7%-48.0pp |
| Annual return | 10.72% | 16.78%-6.1pp | 91.63%-80.9pp | 28.51%-17.8pp |
| Employer contribution / active EE | $657 | $1,863-64.7% | $2,541-74.1% | $2,270-71.0% |
| Participant deferral / active EE | $1,508 | $3,617-58.3% | $4,167-63.8% | $3,740-59.7% |
| Admin fee / account holder | $1,915 | $482+297.3% | $6,797-71.8% | $513+273.3% |