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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 | $45,691 | $54,541-16.2% | $78,778-42.0% | $70,126-34.8% |
| Participation rate | 44.8% | 60.8%-16.0pp | 69.2%-24.4pp | 69.5%-24.7pp |
| Annual return | 11.90% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $798 | $1,089-26.6% | $1,986-59.8% | $2,343-65.9% |
| Participant deferral / active EE | $573 | $2,210-74.1% | $2,958-80.6% | $3,332-82.8% |
| Admin fee / account holder | $6,370 | $3,709+71.8% | $5,134+24.1% | $4,645+37.1% |