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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 | $76,407-48.2% | $150,298-73.7% | $82,448-52.0% |
| Participation rate | 35.1% | 66.4%-31.3pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 11.30% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $970 | $2,614-62.9% | $4,154-76.7% | $2,551-62.0% |
| Participant deferral / active EE | $638 | $3,214-80.2% | $5,453-88.3% | $4,139-84.6% |
| Admin fee / account holder | $8,816 | $6,352+38.8% | $14,116-37.5% | $7,234+21.9% |