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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 | $47,721 | $54,541-12.5% | $78,778-39.4% | $70,126-31.9% |
| Participation rate | 53.6% | 60.8%-7.2pp | 69.2%-15.6pp | 69.5%-16.0pp |
| Annual return | 10.39% | 21.07%-10.7pp | 35.62%-25.2pp | 73.15%-62.8pp |
| Employer contribution / active EE | $474 | $1,089-56.4% | $1,986-76.1% | $2,343-79.7% |
| Participant deferral / active EE | $715 | $2,210-67.6% | $2,958-75.8% | $3,332-78.5% |
| Admin fee / account holder | $16,475 | $3,709+344.2% | $5,134+220.9% | $4,645+254.6% |