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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 | $48,507 | $54,573-11.1% | $90,970-46.7% | $73,497-34.0% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 70.7%-30.7pp |
| Annual return | 9.89% | 16.69%-6.8pp | 134.60%-124.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $527 | $991-46.9% | $2,122-75.2% | $2,270-76.8% |
| Participant deferral / active EE | $1,072 | $2,517-57.4% | $3,373-68.2% | $3,740-71.3% |
| Admin fee / account holder | $3,709 | $521+611.3% | $5,961-37.8% | $513+622.9% |