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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 | $51,672 | $68,852-25.0% | $120,524-57.1% | $80,925-36.1% |
| Participation rate | 42.4% | 61.6%-19.2pp | 71.9%-29.5pp | 67.7%-25.2pp |
| Annual return | 7.09% | 23.67%-16.6pp | 107.36%-100.3pp | 35.65%-28.6pp |
| Employer contribution / active EE | $848 | $2,063-58.9% | $3,469-75.6% | $2,756-69.2% |
| Participant deferral / active EE | $943 | $3,187-70.4% | $4,994-81.1% | $4,299-78.1% |
| Admin fee / account holder | $43,595 | $5,781+654.2% | $9,440+361.8% | $6,940+528.2% |