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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 | $47,823 | $78,707-39.2% | $117,861-59.4% | $70,126-31.8% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 11.09% | 23.30%-12.2pp | 335.11%-324.0pp | 73.15%-62.1pp |
| Employer contribution / active EE | $985 | $2,223-55.7% | $3,786-74.0% | $2,343-58.0% |
| Participant deferral / active EE | $1,317 | $3,297-60.1% | $4,482-70.6% | $3,332-60.5% |
| Admin fee / account holder | $8,674 | $5,066+71.2% | $8,021+8.1% | $4,645+86.7% |