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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 | $44,230 | $65,390-32.4% | $169,385-73.9% | $71,495-38.1% |
| Participation rate | 23.2% | 67.0%-43.8pp | 77.2%-54.0pp | 67.9%-44.7pp |
| Annual return | 14.48% | 21.31%-6.8pp | 405.82%-391.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $617 | $2,079-70.3% | $4,012-84.6% | $2,589-76.2% |
| Participant deferral / active EE | $1,191 | $4,367-72.7% | $6,221-80.8% | $4,291-72.2% |
| Admin fee / account holder | $2,536 | $1,324+91.5% | $9,011-71.9% | $1,588+59.7% |