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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 | $67,051 | $94,031-28.7% | $115,768-42.1% | $82,448-18.7% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 12.13% | 20.61%-8.5pp | 100.46%-88.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $879 | $2,323-62.2% | $2,940-70.1% | $2,551-65.5% |
| Participant deferral / active EE | $1,373 | $3,972-65.4% | $4,917-72.1% | $4,139-66.8% |
| Admin fee / account holder | $13,639 | $10,249+33.1% | $12,439+9.6% | $7,234+88.5% |