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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 | $41,984 | $93,182-54.9% | $146,647-71.4% | $79,389-47.1% |
| Participation rate | 42.2% | 76.4%-34.3pp | 80.1%-37.9pp | 70.7%-28.6pp |
| Annual return | 7.77% | 21.61%-13.8pp | 22.75%-15.0pp | 116.89%-109.1pp |
| Employer contribution / active EE | $854 | $2,420-64.7% | $4,137-79.4% | $2,428-64.8% |
| Participant deferral / active EE | $1,946 | $4,169-53.3% | $5,506-64.7% | $4,046-51.9% |
| Admin fee / account holder | $3,762 | $585+543.1% | $10,281-63.4% | $626+500.6% |