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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 | $43,843 | $85,171-48.5% | $172,752-74.6% | $72,975-39.9% |
| Participation rate | 26.0% | 70.1%-44.0pp | 82.6%-56.6pp | 69.5%-43.5pp |
| Annual return | 7.55% | 27.32%-19.8pp | 802.97%-795.4pp | 81.01%-73.5pp |
| Employer contribution / active EE | $481 | $3,324-85.5% | $5,144-90.6% | $2,440-80.3% |
| Participant deferral / active EE | $638 | $3,260-80.4% | $5,198-87.7% | $3,608-82.3% |
| Admin fee / account holder | $2,518 | $5,880-57.2% | $13,955-82.0% | $5,124-50.9% |