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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 | $56,210 | $45,343+24.0% | $150,298-62.6% | $67,986-17.3% |
| Participation rate | 26.9% | 51.9%-24.9pp | 77.8%-50.8pp | 57.2%-30.3pp |
| Annual return | 10.77% | 33.28%-22.5pp | 62.79%-52.0pp | 31.67%-20.9pp |
| Employer contribution / active EE | $1,455 | $1,462-0.5% | $4,154-65.0% | $2,019-27.9% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $7,472 | $2,250+232.1% | $14,116-47.1% | $3,203+133.3% |