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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 | $43,946 | $78,428-44.0% | $95,960-54.2% | $79,852-45.0% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 7.24% | 19.37%-12.1pp | 91.63%-84.4pp | 31.72%-24.5pp |
| Employer contribution / active EE | $849 | $1,945-56.4% | $2,541-66.6% | $2,471-65.6% |
| Participant deferral / active EE | $1,353 | $3,440-60.7% | $4,167-67.5% | $3,740-63.8% |
| Admin fee / account holder | $32,576 | $5,622+479.4% | $6,797+379.3% | $5,306+513.9% |