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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 | $39,113 | $80,992-51.7% | $96,534-59.5% | $75,173-48.0% |
| Participation rate | 25.3% | 71.8%-46.5pp | 76.0%-50.6pp | 67.2%-41.9pp |
| Annual return | 10.28% | 27.05%-16.8pp | 25.88%-15.6pp | 160.72%-150.4pp |
| Employer contribution / active EE | $893 | $2,283-60.9% | $2,965-69.9% | $2,671-66.6% |
| Participant deferral / active EE | $1,651 | $3,929-58.0% | $4,851-66.0% | $4,126-60.0% |
| Admin fee / account holder | $14,721 | $6,717+119.2% | $8,253+78.4% | $5,651+160.5% |