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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 | $43,850 | $62,672-30.0% | $185,117-76.3% | $70,126-37.5% |
| Participation rate | 27.1% | 63.8%-36.7pp | 77.3%-50.1pp | 69.5%-42.4pp |
| Annual return | 10.96% | 40.79%-29.8pp | 40.50%-29.5pp | 73.15%-62.2pp |
| Employer contribution / active EE | $485 | $1,753-72.3% | $4,182-88.4% | $2,343-79.3% |
| Participant deferral / active EE | $848 | $3,272-74.1% | $5,045-83.2% | $3,332-74.5% |
| Admin fee / account holder | $10,232 | $3,932+160.2% | $8,159+25.4% | $4,645+120.2% |