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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 | $44,793 | $77,908-42.5% | $149,696-70.1% | $75,173-40.4% |
| Participation rate | 47.1% | 65.6%-18.5pp | 78.8%-31.7pp | 67.2%-20.1pp |
| Annual return | 8.98% | 31.73%-22.7pp | 134.46%-125.5pp | 160.72%-151.7pp |
| Employer contribution / active EE | $824 | $3,138-73.8% | $4,821-82.9% | $2,671-69.2% |
| Participant deferral / active EE | $285 | $3,411-91.6% | $5,682-95.0% | $4,126-93.1% |
| Admin fee / account holder | $1,702 | $5,950-71.4% | $13,212-87.1% | $5,651-69.9% |