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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 | $86,050-47.2% | $189,758-76.1% | $94,015-51.7% |
| Participation rate | 19.4% | 68.9%-49.5pp | 79.8%-60.4pp | 70.8%-51.5pp |
| Annual return | 9.41% | 17.77%-8.4pp | 52.62%-43.2pp | 17.84%-8.4pp |
| Employer contribution / active EE | $515 | $2,819-81.7% | $4,767-89.2% | $2,790-81.5% |
| Participant deferral / active EE | $515 | $3,349-84.6% | $5,856-91.2% | $4,249-87.9% |
| Admin fee / account holder | $866 | $6,627-86.9% | $20,388-95.8% | $8,951-90.3% |