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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 | $44,805 | $99,875-55.1% | $146,866-69.5% | $86,983-48.5% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.5%-25.8pp | 69.5%-12.9pp |
| Annual return | 12.28% | 28.10%-15.8pp | 102.85%-90.6pp | 25.83%-13.6pp |
| Employer contribution / active EE | $834 | $3,224-74.1% | $4,425-81.1% | $2,584-67.7% |
| Participant deferral / active EE | $1,893 | $6,322-70.1% | $7,759-75.6% | $4,194-54.9% |
| Admin fee / account holder | $20,443 | $7,838+160.8% | $13,620+50.1% | $7,856+160.2% |