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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 | $39,178 | $77,920-49.7% | $149,723-73.8% | $75,177-47.9% |
| Participation rate | 37.0% | 65.6%-28.5pp | 78.8%-41.7pp | 67.2%-30.2pp |
| Annual return | 9.09% | 31.72%-22.6pp | 134.50%-125.4pp | 160.75%-151.7pp |
| Employer contribution / active EE | $414 | $3,138-86.8% | $4,821-91.4% | $2,671-84.5% |
| Participant deferral / active EE | $539 | $3,411-84.2% | $5,682-90.5% | $4,126-86.9% |
| Admin fee / account holder | $16,637 | $5,951+179.6% | $13,215+25.9% | $5,651+194.4% |