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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 | $45,862 | $86,949-47.3% | $102,460-55.2% | $80,959-43.4% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.7pp | 67.7%-24.8pp |
| Annual return | 6.41% | 18.89%-12.5pp | 29.47%-23.1pp | 35.67%-29.3pp |
| Employer contribution / active EE | $933 | $2,370-60.6% | $3,025-69.2% | $2,757-66.2% |
| Participant deferral / active EE | $1,569 | $4,121-61.9% | $5,056-69.0% | $4,300-63.5% |
| Admin fee / account holder | $51,563 | $8,048+540.7% | $9,460+445.1% | $6,925+644.6% |