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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 | $45,016 | $78,707-42.8% | $117,861-61.8% | $70,126-35.8% |
| Participation rate | 13.7% | 73.2%-59.5pp | 79.7%-65.9pp | 69.5%-55.8pp |
| Annual return | 7.54% | 23.30%-15.8pp | 335.11%-327.6pp | 73.15%-65.6pp |
| Employer contribution / active EE | $594 | $2,223-73.3% | $3,786-84.3% | $2,343-74.7% |
| Participant deferral / active EE | $787 | $3,297-76.1% | $4,482-82.4% | $3,332-76.4% |
| Admin fee / account holder | $7,349 | $5,066+45.1% | $8,021-8.4% | $4,645+58.2% |