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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 | $48,172 | $54,763-12.0% | $90,324-46.7% | $72,976-34.0% |
| Participation rate | 33.3% | 65.2%-31.8pp | 73.3%-39.9pp | 69.5%-36.2pp |
| Annual return | 0.32% | 30.63%-30.3pp | 78.15%-77.8pp | 81.02%-80.7pp |
| Employer contribution / active EE | $229 | $2,093-89.1% | $2,856-92.0% | $2,440-90.6% |
| Participant deferral / active EE | $740 | $2,887-74.4% | $3,885-80.9% | $3,608-79.5% |
| Admin fee / account holder | $6,074 | $3,973+52.9% | $5,356+13.4% | $5,124+18.5% |