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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 | $50,561 | $64,359-21.4% | $90,161-43.9% | $70,126-27.9% |
| Participation rate | 48.5% | 70.4%-21.9pp | 76.9%-28.3pp | 69.5%-21.0pp |
| Annual return | 11.62% | 28.13%-16.5pp | 34.89%-23.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $472 | $2,046-76.9% | $3,318-85.8% | $2,343-79.8% |
| Participant deferral / active EE | $1,563 | $4,389-64.4% | $5,287-70.4% | $3,332-53.1% |
| Admin fee / account holder | $13,948 | $3,945+253.6% | $5,943+134.7% | $4,645+200.2% |