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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 | $83,898-42.3% | $133,346-63.7% | $94,015-48.5% |
| Participation rate | 11.1% | 63.4%-52.2pp | 72.8%-61.7pp | 70.8%-59.7pp |
| Annual return | 8.69% | 16.00%-7.3pp | 36.85%-28.2pp | 17.84%-9.2pp |
| Employer contribution / active EE | $372 | $1,821-79.6% | $2,853-87.0% | $2,790-86.7% |
| Participant deferral / active EE | $914 | $3,245-71.8% | $4,332-78.9% | $4,249-78.5% |
| Admin fee / account holder | $65,522 | $7,809+739.1% | $14,264+359.3% | $8,951+632.0% |