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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 | $48,411 | $175,259-72.4% | $149,723-67.7% | $139,487-65.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.92% | 166.82%-158.9pp | 134.50%-126.6pp | 373.84%-365.9pp |
| Employer contribution / active EE | $1,328 | $5,478-75.8% | $4,821-72.5% | $4,755-72.1% |
| Participant deferral / active EE | $1,768 | $6,522-72.9% | $5,682-68.9% | $6,713-73.7% |
| Admin fee / account holder | $2,279 | $16,158-85.9% | $13,215-82.8% | $11,407-80.0% |