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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 | $40,511 | $175,259-76.9% | $149,723-72.9% | $139,487-71.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.83% | 166.82%-162.0pp | 134.50%-129.7pp | 373.84%-369.0pp |
| Employer contribution / active EE | $7,823 | $5,478+42.8% | $4,821+62.2% | $4,755+64.5% |
| Participant deferral / active EE | $1,435 | $6,522-78.0% | $5,682-74.7% | $6,713-78.6% |
| Admin fee / account holder | $10,732 | $16,158-33.6% | $13,215-18.8% | $11,407-5.9% |