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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 | $31,224 | $54,763-43.0% | $90,324-65.4% | $72,976-57.2% |
| Participation rate | 51.0% | 65.2%-14.2pp | 73.3%-22.3pp | 69.5%-18.5pp |
| Annual return | 16.14% | 30.63%-14.5pp | 78.15%-62.0pp | 81.02%-64.9pp |
| Employer contribution / active EE | $512 | $2,093-75.5% | $2,856-82.1% | $2,440-79.0% |
| Participant deferral / active EE | $715 | $2,887-75.2% | $3,885-81.6% | $3,608-80.2% |
| Admin fee / account holder | $13,311 | $3,973+235.0% | $5,356+148.5% | $5,124+159.8% |