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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 | $54,516 | $78,428-30.5% | $95,960-43.2% | $79,852-31.7% |
| Participation rate | 19.4% | 73.5%-54.0pp | 77.1%-57.6pp | 69.6%-50.2pp |
| Annual return | 8.84% | 19.37%-10.5pp | 91.63%-82.8pp | 31.72%-22.9pp |
| Employer contribution / active EE | $842 | $1,945-56.7% | $2,541-66.9% | $2,471-65.9% |
| Participant deferral / active EE | $712 | $3,440-79.3% | $4,167-82.9% | $3,740-81.0% |
| Admin fee / account holder | $13,336 | $5,622+137.2% | $6,797+96.2% | $5,306+151.3% |