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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 | $43,890 | $80,983-45.8% | $96,544-54.5% | $75,177-41.6% |
| Participation rate | 47.4% | 71.8%-24.4pp | 76.0%-28.6pp | 67.2%-19.8pp |
| Annual return | 1.95% | 27.05%-25.1pp | 25.88%-23.9pp | 160.75%-158.8pp |
| Employer contribution / active EE | $688 | $2,282-69.8% | $2,966-76.8% | $2,671-74.2% |
| Participant deferral / active EE | $1,405 | $3,929-64.2% | $4,851-71.0% | $4,126-65.9% |
| Admin fee / account holder | $7,714 | $6,717+14.9% | $8,254-6.5% | $5,651+36.5% |