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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 | $40,745 | $58,828-30.7% | $78,002-47.8% | $62,881-35.2% |
| Participation rate | 43.2% | 71.1%-27.8pp | 75.5%-32.3pp | 69.3%-26.1pp |
| Annual return | 1.20% | 17.16%-16.0pp | 425.99%-424.8pp | 20.14%-18.9pp |
| Employer contribution / active EE | $449 | $1,672-73.2% | $2,470-81.8% | $2,281-80.3% |
| Participant deferral / active EE | $562 | $2,686-79.1% | $3,497-83.9% | $3,203-82.5% |
| Admin fee / account holder | $13,145 | $4,393+199.2% | $5,481+139.8% | $4,296+206.0% |