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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 | $54,461 | $93,598-41.8% | $135,974-59.9% | $75,173-27.6% |
| Participation rate | 54.8% | 75.2%-20.4pp | 81.9%-27.1pp | 67.2%-12.4pp |
| Annual return | 14.41% | 30.89%-16.5pp | 68.30%-53.9pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,704 | $3,538+4.7% | $4,859-23.8% | $2,671+38.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,053 | $6,978+44.1% | $10,767-6.6% | $5,651+77.9% |