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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 | $50,942 | $148,623-65.7% | $135,974-62.5% | $139,466-63.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.09% | 79.30%-68.2pp | 68.30%-57.2pp | 373.66%-362.6pp |
| Employer contribution / active EE | $1,329 | $5,246-74.7% | $4,859-72.6% | $4,754-72.0% |
| Participant deferral / active EE | $2,282 | $8,103-71.8% | $7,760-70.6% | $6,712-66.0% |
| Admin fee / account holder | $4,462 | $12,406-64.0% | $10,767-58.6% | $11,409-60.9% |