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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 | $47,929 | $76,407-37.3% | $150,298-68.1% | $82,448-41.9% |
| Participation rate | 18.2% | 66.4%-48.2pp | 77.8%-59.6pp | 68.1%-49.9pp |
| Annual return | 12.84% | 39.99%-27.2pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $332 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $668 | $3,214-79.2% | $5,453-87.8% | $4,139-83.9% |
| Admin fee / account holder | $1,521 | $6,352-76.1% | $14,116-89.2% | $7,234-79.0% |