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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 | $68,880-25.0% | $120,580-57.1% | $80,959-36.2% |
| Participation rate | 42.4% | 61.7%-19.3pp | 72.0%-29.5pp | 67.7%-25.2pp |
| Annual return | 7.09% | 23.68%-16.6pp | 107.48%-100.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $848 | $2,066-59.0% | $3,469-75.6% | $2,757-69.2% |
| Participant deferral / active EE | $943 | $3,191-70.4% | $4,995-81.1% | $4,300-78.1% |
| Admin fee / account holder | $43,595 | $5,785+653.6% | $9,418+362.9% | $6,925+529.5% |