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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 | $40,349 | $45,123-10.6% | $85,240-52.7% | $74,478-45.8% |
| Participation rate | 21.5% | 49.4%-27.9pp | 67.5%-46.1pp | 67.2%-45.7pp |
| Annual return | 8.47% | 26.32%-17.8pp | 66.75%-58.3pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $629 | $1,459-56.9% | $2,735-77.0% | $2,626-76.1% |
| Participant deferral / active EE | $536 | $2,736-80.4% | $4,527-88.2% | $4,350-87.7% |
| Admin fee / account holder | $3,052 | $2,215+37.8% | $6,165-50.5% | $1,946+56.9% |