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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 | $36,313 | $72,027-49.6% | $185,835-80.5% | $79,852-54.5% |
| Participation rate | 30.4% | 65.8%-35.3pp | 78.0%-47.6pp | 69.6%-39.2pp |
| Annual return | 10.63% | 23.13%-12.5pp | 35.96%-25.3pp | 31.72%-21.1pp |
| Employer contribution / active EE | $613 | $1,965-68.8% | $4,087-85.0% | $2,471-75.2% |
| Participant deferral / active EE | $1,199 | $3,780-68.3% | $5,633-78.7% | $3,740-68.0% |
| Admin fee / account holder | $13,134 | $4,513+191.0% | $9,502+38.2% | $5,306+147.5% |