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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 | $31,717 | $80,332-60.5% | $107,187-70.4% | $64,097-50.5% |
| Participation rate | 46.8% | 54.4%-7.6pp | 75.0%-28.3pp | 55.2%-8.4pp |
| Annual return | 11.06% | 24.26%-13.2pp | 204.55%-193.5pp | 34.64%-23.6pp |
| Employer contribution / active EE | $1,040 | $2,501-58.4% | $3,782-72.5% | $1,891-45.0% |
| Participant deferral / active EE | $406 | $3,109-86.9% | $5,096-92.0% | $3,080-86.8% |
| Admin fee / account holder | $1,776 | $4,314-58.8% | $9,162-80.6% | $3,454-48.6% |