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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 | $30,544 | $62,672-51.3% | $185,117-83.5% | $70,126-56.4% |
| Participation rate | 45.9% | 63.8%-17.8pp | 77.3%-31.3pp | 69.5%-23.6pp |
| Annual return | 12.70% | 40.79%-28.1pp | 40.50%-27.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $697 | $1,753-60.2% | $4,182-83.3% | $2,343-70.2% |
| Participant deferral / active EE | $962 | $3,272-70.6% | $5,045-80.9% | $3,332-71.1% |
| Admin fee / account holder | $4,968 | $3,932+26.3% | $8,159-39.1% | $4,645+6.9% |