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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 | $52,630 | $78,707-33.1% | $117,861-55.3% | $70,126-24.9% |
| Participation rate | 65.2% | 73.2%-8.0pp | 79.7%-14.4pp | 69.5%-4.3pp |
| Annual return | 11.91% | 23.30%-11.4pp | 335.11%-323.2pp | 73.15%-61.2pp |
| Employer contribution / active EE | $750 | $2,223-66.3% | $3,786-80.2% | $2,343-68.0% |
| Participant deferral / active EE | $1,430 | $3,297-56.6% | $4,482-68.1% | $3,332-57.1% |
| Admin fee / account holder | $495 | $5,066-90.2% | $8,021-93.8% | $4,645-89.3% |