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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 | $76,834-37.0% | $108,359-55.3% | $87,485-44.6% |
| Participation rate | 11.1% | 61.7%-50.6pp | 70.1%-59.0pp | 68.9%-57.8pp |
| Annual return | 8.69% | 19.09%-10.4pp | 36.89%-28.2pp | 26.06%-17.4pp |
| Employer contribution / active EE | $372 | $1,556-76.1% | $2,399-84.5% | $2,596-85.7% |
| Participant deferral / active EE | $914 | $3,100-70.5% | $4,137-77.9% | $4,274-78.6% |
| Admin fee / account holder | $65,522 | $6,537+902.3% | $9,741+572.7% | $7,775+742.8% |