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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 | $85,430 | $97,550-12.4% | $120,344-29.0% | $87,485-2.3% |
| Participation rate | 31.3% | 72.8%-41.6pp | 76.7%-45.5pp | 68.9%-37.7pp |
| Annual return | 4.62% | 18.41%-13.8pp | 20.30%-15.7pp | 26.06%-21.4pp |
| Employer contribution / active EE | $843 | $2,291-63.2% | $3,020-72.1% | $2,596-67.5% |
| Participant deferral / active EE | $1,907 | $4,230-54.9% | $5,135-62.9% | $4,274-55.4% |
| Admin fee / account holder | $26,124 | $9,543+173.8% | $12,742+105.0% | $7,775+236.0% |