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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 | $48,157 | $125,797-61.7% | $170,043-71.7% | $75,173-35.9% |
| Participation rate | 60.5% | 83.6%-23.1pp | 87.0%-26.5pp | 67.2%-6.7pp |
| Annual return | 13.49% | 27.20%-13.7pp | 53.40%-39.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $2,045 | $4,616-55.7% | $6,790-69.9% | $2,671-23.4% |
| Participant deferral / active EE | $2,864 | $6,838-58.1% | $10,410-72.5% | $4,126-30.6% |
| Admin fee / account holder | $981 | $8,177-88.0% | $12,824-92.4% | $5,651-82.6% |