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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 | $46,025 | $165,381-72.2% | $149,730-69.3% | $158,966-71.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.18% | 348.29%-341.1pp | 276.70%-269.5pp | 302.95%-295.8pp |
| Employer contribution / active EE | $1,692 | $5,104-66.8% | $4,645-63.6% | $4,762-64.5% |
| Participant deferral / active EE | $2,319 | $7,182-67.7% | $6,843-66.1% | $5,983-61.2% |
| Admin fee / account holder | $12,551 | $10,809+16.1% | $9,310+34.8% | $11,250+11.6% |