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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 | $30,008 | $67,602-55.6% | $82,312-63.5% | $70,126-57.2% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 10.76% | 21.57%-10.8pp | 25.88%-15.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $773 | $1,755-56.0% | $2,428-68.2% | $2,343-67.0% |
| Participant deferral / active EE | $1,007 | $2,987-66.3% | $3,706-72.8% | $3,332-69.8% |
| Admin fee / account holder | $15,080 | $4,512+234.2% | $5,608+168.9% | $4,645+224.6% |