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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 | $52,876 | $73,149-27.7% | $120,580-56.1% | $77,762-32.0% |
| Participation rate | 21.7% | 55.2%-33.5pp | 72.0%-50.3pp | 70.6%-48.9pp |
| Annual return | 9.86% | 18.24%-8.4pp | 107.48%-97.6pp | 31.27%-21.4pp |
| Employer contribution / active EE | $492 | $1,793-72.6% | $3,469-85.8% | $2,728-82.0% |
| Participant deferral / active EE | $900 | $3,006-70.1% | $4,995-82.0% | $4,651-80.7% |
| Admin fee / account holder | $11,587 | $660+1656.3% | $9,418+23.0% | $433+2576.6% |