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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 | $49,782 | $138,393-64.0% | $184,256-73.0% | $80,959-38.5% |
| Participation rate | 68.6% | 83.9%-15.3pp | 86.8%-18.3pp | 67.7%+0.9pp |
| Annual return | 10.45% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,759 | $7,076-75.1% | $9,133-80.7% | $4,300-59.1% |
| Admin fee / account holder | $1,829 | $10,489-82.6% | $13,899-86.8% | $6,925-73.6% |