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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 | $46,427 | $117,829-60.6% | $102,423-54.7% | $145,877-68.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 4.19% | 31.83%-27.6pp | 29.42%-25.2pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,191 | $3,615-67.0% | $3,023-60.6% | $4,663-74.5% |
| Participant deferral / active EE | $721 | $5,732-87.4% | $5,054-85.7% | $6,691-89.2% |
| Admin fee / account holder | $23,419 | $13,335+75.6% | $9,455+147.7% | $13,402+74.7% |