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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 | $45,431 | $76,407-40.5% | $150,298-69.8% | $82,448-44.9% |
| Participation rate | 19.4% | 66.4%-47.0pp | 77.8%-58.4pp | 68.1%-48.7pp |
| Annual return | 9.41% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $515 | $2,614-80.3% | $4,154-87.6% | $2,551-79.8% |
| Participant deferral / active EE | $515 | $3,214-84.0% | $5,453-90.6% | $4,139-87.6% |
| Admin fee / account holder | $866 | $6,352-86.4% | $14,116-93.9% | $7,234-88.0% |