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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 | $35,003 | $197,637-82.3% | $177,848-80.3% | $158,982-78.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 6.12% | 58.77%-52.7pp | 48.33%-42.2pp | 302.99%-296.9pp |
| Employer contribution / active EE | $3,722 | $6,698-44.4% | $5,919-37.1% | $4,763-21.8% |
| Participant deferral / active EE | $282 | $8,405-96.6% | $7,714-96.3% | $5,983-95.3% |
| Admin fee / account holder | $9,283 | $15,406-39.7% | $12,431-25.3% | $11,252-17.5% |