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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 | $45,058 | $63,314-28.8% | $91,004-50.5% | $62,293-27.7% |
| Participation rate | 36.6% | 73.3%-36.7pp | 75.6%-39.0pp | 69.5%-32.9pp |
| Annual return | 12.42% | 21.00%-8.6pp | 4.60%+7.8pp | 28.90%-16.5pp |
| Employer contribution / active EE | $545 | $1,807-69.8% | $2,456-77.8% | $2,042-73.3% |
| Participant deferral / active EE | $896 | $2,944-69.6% | $3,548-74.7% | $3,169-71.7% |
| Admin fee / account holder | $1,100 | $468+135.3% | $5,417-79.7% | $479+129.5% |