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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 | $50,639 | $64,705-21.7% | $62,929-19.5% | $67,986-25.5% |
| Participation rate | 40.4% | 65.6%-25.2pp | 73.1%-32.7pp | 57.2%-16.8pp |
| Annual return | 10.53% | 20.31%-9.8pp | 1063.93%-1053.4pp | 31.67%-21.1pp |
| Employer contribution / active EE | $888 | $2,376-62.6% | $2,505-64.6% | $2,019-56.0% |
| Participant deferral / active EE | $358 | $3,198-88.8% | $3,888-90.8% | $3,358-89.3% |
| Admin fee / account holder | $2,460 | $1,428+72.3% | $5,065-51.4% | $3,203-23.2% |