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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 | $79,089-38.0% | $100,392-51.1% | $74,459-34.1% |
| Participation rate | 69.6% | 79.4%-9.9pp | 81.5%-11.9pp | 67.2%+2.3pp |
| Annual return | 13.34% | 20.61%-7.3pp | 49.45%-36.1pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,112 | $3,015-30.0% | $3,941-46.4% | $2,626-19.6% |
| Participant deferral / active EE | $3,560 | $7,747-54.0% | $8,090-56.0% | $4,350-18.1% |
| Admin fee / account holder | $388 | $1,336-71.0% | $7,904-95.1% | $1,945-80.1% |