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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 | $54,850 | $77,962-29.6% | $178,540-69.3% | $80,935-32.2% |
| Participation rate | 35.6% | 65.7%-30.0pp | 77.1%-41.5pp | 67.7%-32.0pp |
| Annual return | 7.46% | 18.10%-10.6pp | 27.15%-19.7pp | 35.66%-28.2pp |
| Employer contribution / active EE | $640 | $2,280-71.9% | $3,953-83.8% | $2,757-76.8% |
| Participant deferral / active EE | $1,332 | $4,404-69.7% | $6,281-78.8% | $4,299-69.0% |
| Admin fee / account holder | $27,079 | $7,156+278.4% | $10,424+159.8% | $6,924+291.1% |