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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 | $50,163 | $89,367-43.9% | $141,191-64.5% | $72,975-31.3% |
| Participation rate | 21.2% | 75.1%-54.0pp | 82.5%-61.3pp | 69.5%-48.3pp |
| Annual return | 18.86% | 111.87%-93.0pp | 71.41%-52.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $949 | $3,115-69.5% | $4,736-80.0% | $2,440-61.1% |
| Participant deferral / active EE | $1,678 | $5,419-69.0% | $6,710-75.0% | $3,608-53.5% |
| Admin fee / account holder | $6,944 | $5,957+16.6% | $10,264-32.3% | $5,124+35.5% |