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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 | $48,733 | $73,955-34.1% | $96,520-49.5% | $75,181-35.2% |
| Participation rate | 31.8% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.4pp |
| Annual return | 9.29% | 26.72%-17.4pp | 35.72%-26.4pp | 160.69%-151.4pp |
| Employer contribution / active EE | $978 | $2,930-66.6% | $3,739-73.8% | $2,671-63.4% |
| Participant deferral / active EE | $1,447 | $3,659-60.5% | $4,879-70.3% | $4,126-64.9% |
| Admin fee / account holder | $28,733 | $5,217+450.7% | $6,733+326.7% | $5,650+408.6% |