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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 | $44,654 | $135,956-67.2% | $123,894-64.0% | $273,970-83.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.12% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $6,637 | $5,170+28.4% | $4,617+43.8% | $4,869+36.3% |
| Participant deferral / active EE | $229 | $6,343-96.4% | $5,984-96.2% | $5,287-95.7% |
| Admin fee / account holder | $800 | $9,817-91.9% | $8,357-90.4% | $10,132-92.1% |