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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 | $43,541 | $98,776-55.9% | $149,745-70.9% | $79,856-45.5% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 4.30% | 27.38%-23.1pp | 276.72%-272.4pp | 31.71%-27.4pp |
| Employer contribution / active EE | $3,183 | $3,217-1.1% | $4,646-31.5% | $2,471+28.8% |
| Participant deferral / active EE | $1,774 | $5,681-68.8% | $6,843-74.1% | $3,741-52.6% |
| Admin fee / account holder | $13,437 | $6,053+122.0% | $9,312+44.3% | $5,306+153.2% |