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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 | $43,715 | $81,358-46.3% | $155,556-71.9% | $80,959-46.0% |
| Participation rate | 30.5% | 66.3%-35.8pp | 78.2%-47.7pp | 67.7%-37.2pp |
| Annual return | 9.87% | 33.39%-23.5pp | 64.84%-55.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $479 | $3,106-84.6% | $4,675-89.8% | $2,757-82.6% |
| Participant deferral / active EE | $858 | $3,455-75.2% | $5,631-84.8% | $4,300-80.1% |
| Admin fee / account holder | $1,170 | $7,994-85.4% | $15,885-92.6% | $6,925-83.1% |