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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 | $48,290 | $69,477-30.5% | $94,679-49.0% | $71,495-32.5% |
| Participation rate | 47.3% | 78.4%-31.2pp | 80.8%-33.6pp | 67.9%-20.7pp |
| Annual return | 16.08% | 29.66%-13.6pp | 156.75%-140.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $805 | $2,853-71.8% | $3,673-78.1% | $2,589-68.9% |
| Participant deferral / active EE | $2,849 | $7,345-61.2% | $7,417-61.6% | $4,291-33.6% |
| Admin fee / account holder | $7,984 | $1,210+560.1% | $7,233+10.4% | $1,588+402.9% |