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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 | $45,851 | $76,551-40.1% | $123,894-63.0% | $62,881-27.1% |
| Participation rate | 26.7% | 73.0%-46.3pp | 81.4%-54.7pp | 69.3%-42.6pp |
| Annual return | 4.62% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $483 | $2,882-83.3% | $4,617-89.5% | $2,281-78.8% |
| Participant deferral / active EE | $1,178 | $4,840-75.7% | $5,984-80.3% | $3,203-63.2% |
| Admin fee / account holder | $14,217 | $4,826+194.6% | $8,357+70.1% | $4,296+231.0% |