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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 | $79,045-39.7% | $100,378-52.5% | $74,429-35.9% |
| Participation rate | 57.9% | 79.4%-21.6pp | 81.5%-23.6pp | 67.2%-9.4pp |
| Annual return | 11.98% | 20.61%-8.6pp | 49.41%-37.4pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $868 | $3,015-71.2% | $3,942-78.0% | $2,625-66.9% |
| Participant deferral / active EE | $2,534 | $7,751-67.3% | $8,087-68.7% | $4,348-41.7% |
| Admin fee / account holder | $736 | $1,335-44.8% | $7,899-90.7% | $1,944-62.1% |