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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 | $43,584 | $76,407-43.0% | $150,298-71.0% | $82,448-47.1% |
| Participation rate | 14.3% | 66.4%-52.1pp | 77.8%-63.5pp | 68.1%-53.8pp |
| Annual return | 11.10% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $464 | $2,614-82.2% | $4,154-88.8% | $2,551-81.8% |
| Participant deferral / active EE | $365 | $3,214-88.7% | $5,453-93.3% | $4,139-91.2% |
| Admin fee / account holder | $1,294 | $6,352-79.6% | $14,116-90.8% | $7,234-82.1% |