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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 | $39,564 | $78,690-49.7% | $161,489-75.5% | $87,485-54.8% |
| Participation rate | 35.1% | 67.5%-32.3pp | 78.7%-43.6pp | 68.9%-33.8pp |
| Annual return | 11.30% | 32.74%-21.4pp | 89.72%-78.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $970 | $2,588-62.5% | $4,268-77.3% | $2,596-62.7% |
| Participant deferral / active EE | $638 | $3,311-80.7% | $5,630-88.7% | $4,274-85.1% |
| Admin fee / account holder | $8,816 | $6,724+31.1% | $16,006-44.9% | $7,775+13.4% |