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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 | $40,392 | $76,371-47.1% | $93,621-56.9% | $72,976-44.6% |
| Participation rate | 63.3% | 71.8%-8.4pp | 75.8%-12.5pp | 69.5%-6.2pp |
| Annual return | 13.15% | 25.82%-12.7pp | 32.76%-19.6pp | 81.02%-67.9pp |
| Employer contribution / active EE | $513 | $2,276-77.5% | $2,719-81.1% | $2,440-79.0% |
| Participant deferral / active EE | $1,298 | $3,538-63.3% | $4,070-68.1% | $3,608-64.0% |
| Admin fee / account holder | $23,171 | $6,839+238.8% | $7,890+193.7% | $5,124+352.2% |