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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 | $47,058 | $58,493-19.6% | $84,023-44.0% | $72,976-35.5% |
| Participation rate | 28.6% | 61.2%-32.7pp | 69.0%-40.4pp | 69.5%-40.9pp |
| Annual return | 6.11% | 28.93%-22.8pp | 71.32%-65.2pp | 81.02%-74.9pp |
| Employer contribution / active EE | $601 | $1,163-48.3% | $1,984-69.7% | $2,440-75.4% |
| Participant deferral / active EE | $621 | $2,394-74.1% | $3,239-80.8% | $3,608-82.8% |
| Admin fee / account holder | $18,760 | $4,569+310.6% | $6,102+207.4% | $5,124+266.1% |