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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 | $49,072 | $79,169-38.0% | $100,415-51.1% | $74,478-34.1% |
| Participation rate | 69.6% | 79.4%-9.8pp | 81.5%-12.0pp | 67.2%+2.3pp |
| Annual return | 13.34% | 20.51%-7.2pp | 49.47%-36.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $2,112 | $3,017-30.0% | $3,943-46.4% | $2,626-19.6% |
| Participant deferral / active EE | $3,560 | $7,751-54.1% | $8,091-56.0% | $4,350-18.2% |
| Admin fee / account holder | $388 | $1,337-71.0% | $7,906-95.1% | $1,946-80.1% |