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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 | $44,406 | $84,236-47.3% | $170,435-73.9% | $70,126-36.7% |
| Participation rate | 17.5% | 70.8%-53.3pp | 83.6%-66.1pp | 69.5%-52.0pp |
| Annual return | 8.99% | 23.06%-14.1pp | 205.94%-197.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $435 | $3,387-87.2% | $5,432-92.0% | $2,343-81.5% |
| Participant deferral / active EE | $492 | $3,086-84.1% | $4,939-90.0% | $3,332-85.2% |
| Admin fee / account holder | $1,510 | $5,698-73.5% | $13,881-89.1% | $4,645-67.5% |