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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 | $39,349 | $78,428-49.8% | $95,960-59.0% | $79,852-50.7% |
| Participation rate | 55.9% | 73.5%-17.6pp | 77.1%-21.1pp | 69.6%-13.7pp |
| Annual return | 8.51% | 19.37%-10.9pp | 91.63%-83.1pp | 31.72%-23.2pp |
| Employer contribution / active EE | $785 | $1,945-59.6% | $2,541-69.1% | $2,471-68.2% |
| Participant deferral / active EE | $1,480 | $3,440-57.0% | $4,167-64.5% | $3,740-60.4% |
| Admin fee / account holder | $12,208 | $5,622+117.1% | $6,797+79.6% | $5,306+130.1% |