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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 | $49,014 | $101,499-51.7% | $147,005-66.7% | $74,546-34.2% |
| Participation rate | 69.2% | 75.5%-6.4pp | 82.2%-13.0pp | 67.2%+1.9pp |
| Annual return | 12.05% | 8732.34%-8720.3pp | 418.76%-406.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,559 | $3,811-59.1% | $4,934-68.4% | $2,624-40.6% |
| Participant deferral / active EE | $2,244 | $7,304-69.3% | $8,070-72.2% | $4,347-48.4% |
| Admin fee / account holder | $3,726 | $1,748+113.2% | $13,006-71.4% | $1,944+91.7% |