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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 | $46,698 | $95,453-51.1% | $112,040-58.3% | $82,448-43.4% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.5%-41.0pp | 68.1%-32.6pp |
| Annual return | 12.10% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $955 | $2,318-58.8% | $2,954-67.7% | $2,551-62.6% |
| Participant deferral / active EE | $1,784 | $4,224-57.8% | $5,098-65.0% | $4,139-56.9% |
| Admin fee / account holder | $21,136 | $9,013+134.5% | $12,098+74.7% | $7,234+192.2% |