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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 | $54,720 | $106,864-48.8% | $147,318-62.9% | $82,637-33.8% |
| Participation rate | 46.8% | 75.5%-28.7pp | 82.1%-35.2pp | 68.1%-21.2pp |
| Annual return | 13.03% | 27.49%-14.5pp | 70.43%-57.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $749 | $3,417-78.1% | $4,593-83.7% | $2,552-70.6% |
| Participant deferral / active EE | $1,596 | $6,496-75.4% | $7,906-79.8% | $4,126-61.3% |
| Admin fee / account holder | $16,367 | $8,415+94.5% | $13,708+19.4% | $7,339+123.0% |