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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 | $49,764 | $84,236-40.9% | $170,435-70.8% | $70,126-29.0% |
| Participation rate | 27.5% | 70.8%-43.4pp | 83.6%-56.1pp | 69.5%-42.1pp |
| Annual return | 11.30% | 23.06%-11.8pp | 205.94%-194.6pp | 73.15%-61.9pp |
| Employer contribution / active EE | $962 | $3,387-71.6% | $5,432-82.3% | $2,343-58.9% |
| Participant deferral / active EE | $703 | $3,086-77.2% | $4,939-85.8% | $3,332-78.9% |
| Admin fee / account holder | $801 | $5,698-85.9% | $13,881-94.2% | $4,645-82.8% |