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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 | $57,114 | $77,358-26.2% | $102,184-44.1% | $87,485-34.7% |
| Participation rate | 32.4% | 78.7%-46.3pp | 82.6%-50.2pp | 68.9%-36.5pp |
| Annual return | 13.75% | 41.11%-27.4pp | 31.58%-17.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $50 | $2,562-98.0% | $3,594-98.6% | $2,596-98.1% |
| Participant deferral / active EE | $1,750 | $6,753-74.1% | $8,309-78.9% | $4,274-59.1% |
| Admin fee / account holder | $33,319 | $6,809+389.3% | $11,609+187.0% | $7,775+328.6% |