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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 | $59,440 | $46,877+26.8% | $122,354-51.4% | $70,126-15.2% |
| Participation rate | 38.5% | 58.2%-19.7pp | 71.6%-33.2pp | 69.5%-31.1pp |
| Annual return | 9.59% | 24.22%-14.6pp | 30.28%-20.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $365 | $1,288-71.7% | $4,051-91.0% | $2,343-84.4% |
| Participant deferral / active EE | $421 | $2,167-80.6% | $3,287-87.2% | $3,332-87.4% |
| Admin fee / account holder | $2,341 | $3,324-29.6% | $5,479-57.3% | $4,645-49.6% |