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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 | $211,105-75.1% | $178,449-70.5% | $145,978-63.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.45% | 30.19%-23.7pp | 27.09%-20.6pp | 550.52%-544.1pp |
| Employer contribution / active EE | $710 | $4,569-84.5% | $3,951-82.0% | $4,662-84.8% |
| Participant deferral / active EE | $1,243 | $6,959-82.1% | $6,277-80.2% | $6,690-81.4% |
| Admin fee / account holder | $20,396 | $12,017+69.7% | $10,362+96.8% | $13,400+52.2% |