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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 | $50,537 | $76,551-34.0% | $123,894-59.2% | $62,881-19.6% |
| Participation rate | 52.6% | 73.0%-20.4pp | 81.4%-28.8pp | 69.3%-16.7pp |
| Annual return | -2.72% | 18.68%-21.4pp | 47.52%-50.2pp | 20.14%-22.9pp |
| Employer contribution / active EE | $708 | $2,882-75.5% | $4,617-84.7% | $2,281-69.0% |
| Participant deferral / active EE | $1,368 | $4,840-71.7% | $5,984-77.1% | $3,203-57.3% |
| Admin fee / account holder | $16,446 | $4,826+240.8% | $8,357+96.8% | $4,296+282.9% |