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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 | $40,732 | $51,283-20.6% | $95,740-57.5% | $71,511-43.0% |
| Participation rate | 22.5% | 63.1%-40.6pp | 72.3%-49.7pp | 67.9%-45.4pp |
| Annual return | 11.95% | 25.25%-13.3pp | 28.41%-16.5pp | 28.86%-16.9pp |
| Employer contribution / active EE | $492 | $1,817-72.9% | $2,836-82.6% | $2,589-81.0% |
| Participant deferral / active EE | $1,076 | $3,365-68.0% | $4,244-74.6% | $4,291-74.9% |
| Admin fee / account holder | $4,706 | $1,135+314.7% | $5,676-17.1% | $1,588+196.3% |