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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 | $44,901 | $78,707-43.0% | $117,861-61.9% | $70,126-36.0% |
| Participation rate | 46.2% | 73.2%-27.0pp | 79.7%-33.5pp | 69.5%-23.4pp |
| Annual return | 3.47% | 23.30%-19.8pp | 335.11%-331.6pp | 73.15%-69.7pp |
| Employer contribution / active EE | $654 | $2,223-70.6% | $3,786-82.7% | $2,343-72.1% |
| Participant deferral / active EE | $1,408 | $3,297-57.3% | $4,482-68.6% | $3,332-57.7% |
| Admin fee / account holder | $6,294 | $5,066+24.3% | $8,021-21.5% | $4,645+35.5% |