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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 | $30,142 | $77,908-61.3% | $149,696-79.9% | $75,173-59.9% |
| Participation rate | 43.3% | 65.6%-22.2pp | 78.8%-35.4pp | 67.2%-23.9pp |
| Annual return | 9.77% | 31.73%-22.0pp | 134.46%-124.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $1,208 | $3,138-61.5% | $4,821-74.9% | $2,671-54.8% |
| Participant deferral / active EE | $527 | $3,411-84.5% | $5,682-90.7% | $4,126-87.2% |
| Admin fee / account holder | $8,552 | $5,950+43.7% | $13,212-35.3% | $5,651+51.3% |