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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 | $40,043 | $106,749-62.5% | $145,433-72.5% | $82,448-51.4% |
| Participation rate | 23.1% | 75.6%-52.6pp | 82.1%-59.0pp | 68.1%-45.0pp |
| Annual return | 9.26% | 27.59%-18.3pp | 66.58%-57.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $717 | $3,444-79.2% | $4,554-84.3% | $2,551-71.9% |
| Participant deferral / active EE | $1,948 | $6,519-70.1% | $7,897-75.3% | $4,139-52.9% |
| Admin fee / account holder | $12,911 | $8,390+53.9% | $13,129-1.7% | $7,234+78.5% |