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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 | $60,338 | $105,160-42.6% | $94,679-36.3% | $139,456-56.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 9.70% | 38.04%-28.3pp | 156.75%-147.1pp | 373.45%-363.7pp |
| Employer contribution / active EE | $466 | $4,107-88.7% | $3,673-87.3% | $4,753-90.2% |
| Participant deferral / active EE | $1,165 | $7,599-84.7% | $7,417-84.3% | $6,711-82.6% |
| Admin fee / account holder | $1,511 | $8,988-83.2% | $7,233-79.1% | $11,407-86.8% |