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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 | $48,090 | $123,793-61.2% | $177,840-73.0% | $79,852-39.8% |
| Participation rate | 68.2% | 84.7%-16.5pp | 87.7%-19.5pp | 69.6%-1.5pp |
| Annual return | 8.48% | 22.82%-14.3pp | 48.32%-39.8pp | 31.72%-23.2pp |
| Employer contribution / active EE | $1,562 | $4,095-61.9% | $5,919-73.6% | $2,471-36.8% |
| Participant deferral / active EE | $2,195 | $5,956-63.1% | $7,714-71.5% | $3,740-41.3% |
| Admin fee / account holder | $15,093 | $7,243+108.4% | $12,431+21.4% | $5,306+184.4% |