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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 | $46,737 | $81,504-42.7% | $102,437-54.4% | $80,959-42.3% |
| Participation rate | 22.2% | 66.9%-44.6pp | 74.5%-52.3pp | 67.7%-45.4pp |
| Annual return | 7.94% | 25.60%-17.7pp | 24.95%-17.0pp | 35.67%-27.7pp |
| Employer contribution / active EE | $836 | $3,104-73.1% | $3,871-78.4% | $2,757-69.7% |
| Participant deferral / active EE | $1,221 | $3,871-68.4% | $5,060-75.9% | $4,300-71.6% |
| Admin fee / account holder | $12,416 | $6,719+84.8% | $8,388+48.0% | $6,925+79.3% |