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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 | $71,353-20.0% | $92,805-38.5% | $86,983-34.3% |
| Participation rate | 32.4% | 80.9%-48.5pp | 83.5%-51.1pp | 69.5%-37.1pp |
| Annual return | 13.75% | 44.68%-30.9pp | 31.59%-17.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $50 | $2,468-98.0% | $3,424-98.5% | $2,584-98.1% |
| Participant deferral / active EE | $1,750 | $6,966-74.9% | $8,448-79.3% | $4,194-58.3% |
| Admin fee / account holder | $33,319 | $6,099+446.3% | $10,911+205.4% | $7,856+324.1% |