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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 | $49,261 | $45,123+9.2% | $85,240-42.2% | $74,478-33.9% |
| Participation rate | 7.8% | 49.4%-41.6pp | 67.5%-59.8pp | 67.2%-59.5pp |
| Annual return | 7.85% | 26.32%-18.5pp | 66.75%-58.9pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $346 | $1,459-76.3% | $2,735-87.3% | $2,626-86.8% |
| Participant deferral / active EE | $488 | $2,736-82.2% | $4,527-89.2% | $4,350-88.8% |
| Admin fee / account holder | $990 | $2,215-55.3% | $6,165-83.9% | $1,946-49.1% |