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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 | $47,375 | $81,262-41.7% | $155,602-69.6% | $80,911-41.4% |
| Participation rate | 44.3% | 66.2%-21.9pp | 78.2%-33.9pp | 67.6%-23.3pp |
| Annual return | 9.58% | 33.34%-23.8pp | 64.81%-55.2pp | 35.63%-26.1pp |
| Employer contribution / active EE | $446 | $3,102-85.6% | $4,675-90.5% | $2,756-83.8% |
| Participant deferral / active EE | $856 | $3,451-75.2% | $5,629-84.8% | $4,297-80.1% |
| Admin fee / account holder | $3,349 | $7,992-58.1% | $15,923-79.0% | $6,935-51.7% |