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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 | $48,442 | $73,787-34.3% | $98,716-50.9% | $82,448-41.2% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.3%-58.2pp | 68.1%-57.0pp |
| Annual return | 8.69% | 18.57%-9.9pp | 31.81%-23.1pp | 41.64%-32.9pp |
| Employer contribution / active EE | $372 | $1,511-75.4% | $2,279-83.7% | $2,551-85.4% |
| Participant deferral / active EE | $914 | $3,081-70.4% | $4,048-77.4% | $4,139-77.9% |
| Admin fee / account holder | $65,522 | $6,500+908.0% | $8,703+652.9% | $7,234+805.7% |