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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 | $41,714 | $89,364-53.3% | $141,177-70.5% | $72,983-42.8% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 18.26% | 111.86%-93.6pp | 71.40%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $659 | $3,115-78.9% | $4,736-86.1% | $2,440-73.0% |
| Participant deferral / active EE | $1,476 | $5,419-72.8% | $6,710-78.0% | $3,608-59.1% |
| Admin fee / account holder | $13,410 | $5,959+125.0% | $10,263+30.7% | $5,124+161.7% |