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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 | $106,524-62.4% | $152,301-73.7% | $87,485-54.2% |
| Participation rate | 23.1% | 75.8%-52.7pp | 82.4%-59.4pp | 68.9%-45.9pp |
| Annual return | 9.26% | 26.89%-17.6pp | 80.50%-71.2pp | 26.06%-16.8pp |
| Employer contribution / active EE | $717 | $3,371-78.7% | $4,624-84.5% | $2,596-72.4% |
| Participant deferral / active EE | $1,948 | $6,525-70.1% | $8,004-75.7% | $4,274-54.4% |
| Admin fee / account holder | $12,911 | $8,287+55.8% | $14,398-10.3% | $7,775+66.1% |