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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 | $44,311 | $70,879-37.5% | $189,575-76.6% | $79,391-44.2% |
| Participation rate | 14.3% | 68.0%-53.7pp | 78.4%-64.2pp | 70.7%-56.4pp |
| Annual return | 10.87% | 20.70%-9.8pp | 64.19%-53.3pp | 116.88%-106.0pp |
| Employer contribution / active EE | $601 | $1,806-66.7% | $4,412-86.4% | $2,428-75.2% |
| Participant deferral / active EE | $1,133 | $4,081-72.2% | $6,174-81.6% | $4,046-72.0% |
| Admin fee / account holder | $1,682 | $647+159.8% | $9,806-82.8% | $627+168.5% |