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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 | $47,664 | $73,988-35.6% | $96,538-50.6% | $75,177-36.6% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 10.97% | 26.73%-15.8pp | 35.74%-24.8pp | 160.75%-149.8pp |
| Employer contribution / active EE | $3,560 | $2,930+21.5% | $3,740-4.8% | $2,671+33.3% |
| Participant deferral / active EE | $371 | $3,660-89.9% | $4,880-92.4% | $4,126-91.0% |
| Admin fee / account holder | $13,616 | $5,220+160.9% | $6,737+102.1% | $5,651+140.9% |