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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 | $40,520 | $89,652-54.8% | $141,191-71.3% | $65,185-37.8% |
| Participation rate | 41.6% | 74.7%-33.1pp | 82.5%-40.9pp | 70.2%-28.6pp |
| Annual return | 18.03% | 32.79%-14.8pp | 71.41%-53.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $831 | $3,065-72.9% | $4,736-82.5% | $2,177-61.8% |
| Participant deferral / active EE | $2,301 | $5,691-59.6% | $6,710-65.7% | $3,514-34.5% |
| Admin fee / account holder | $3,476 | $569+511.4% | $10,264-66.1% | $847+310.3% |