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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 | $48,224 | $48,078+0.3% | $78,676-38.7% | $62,881-23.3% |
| Participation rate | 32.8% | 65.2%-32.4pp | 73.6%-40.7pp | 69.3%-36.5pp |
| Annual return | 0.95% | 31.36%-30.4pp | 62.19%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $813 | $2,015-59.6% | $2,850-71.5% | $2,281-64.3% |
| Participant deferral / active EE | $161 | $2,587-93.8% | $3,517-95.4% | $3,203-95.0% |
| Admin fee / account holder | $10,027 | $3,206+212.8% | $4,510+122.3% | $4,296+133.4% |