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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 | $47,542 | $78,428-39.4% | $95,960-50.5% | $79,852-40.5% |
| Participation rate | 56.9% | 73.5%-16.6pp | 77.1%-20.2pp | 69.6%-12.8pp |
| Annual return | 8.05% | 19.37%-11.3pp | 91.63%-83.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $965 | $1,945-50.4% | $2,541-62.0% | $2,471-60.9% |
| Participant deferral / active EE | $759 | $3,440-77.9% | $4,167-81.8% | $3,740-79.7% |
| Admin fee / account holder | $4,086 | $5,622-27.3% | $6,797-39.9% | $5,306-23.0% |