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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 | $47,686 | $78,976-39.6% | $100,383-52.5% | $74,546-36.0% |
| Participation rate | 57.9% | 79.5%-21.6pp | 81.5%-23.6pp | 67.2%-9.3pp |
| Annual return | 11.98% | 20.62%-8.6pp | 49.26%-37.3pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $868 | $3,019-71.3% | $3,944-78.0% | $2,624-66.9% |
| Participant deferral / active EE | $2,534 | $7,758-67.3% | $8,086-68.7% | $4,347-41.7% |
| Admin fee / account holder | $736 | $1,330-44.6% | $7,900-90.7% | $1,944-62.1% |