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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 | $52,652 | $211,288-75.1% | $178,540-70.5% | $145,884-63.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.45% | 30.27%-23.8pp | 27.15%-20.7pp | 551.85%-545.4pp |
| Employer contribution / active EE | $710 | $4,574-84.5% | $3,953-82.0% | $4,662-84.8% |
| Participant deferral / active EE | $1,243 | $6,967-82.2% | $6,281-80.2% | $6,690-81.4% |
| Admin fee / account holder | $20,396 | $12,105+68.5% | $10,424+95.7% | $13,392+52.3% |