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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 | $44,567 | $89,370-50.1% | $141,197-68.4% | $72,976-38.9% |
| Participation rate | 54.8% | 75.1%-20.4pp | 82.5%-27.7pp | 69.5%-14.7pp |
| Annual return | 18.65% | 111.88%-93.2pp | 71.41%-52.8pp | 81.02%-62.4pp |
| Employer contribution / active EE | $733 | $3,115-76.5% | $4,736-84.5% | $2,440-70.0% |
| Participant deferral / active EE | $1,720 | $5,419-68.3% | $6,710-74.4% | $3,608-52.3% |
| Admin fee / account holder | $8,122 | $5,957+36.3% | $10,265-20.9% | $5,124+58.5% |