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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 | $46,330 | $93,617-50.5% | $135,982-65.9% | $75,177-38.4% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 10.31% | 30.89%-20.6pp | 68.32%-58.0pp | 160.75%-150.4pp |
| Employer contribution / active EE | $1,389 | $3,538-60.7% | $4,859-71.4% | $2,671-48.0% |
| Participant deferral / active EE | $2,024 | $6,406-68.4% | $7,760-73.9% | $4,126-50.9% |
| Admin fee / account holder | $15,415 | $6,980+120.9% | $10,767+43.2% | $5,651+172.8% |