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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 | $45,124 | $93,598-51.8% | $135,974-66.8% | $75,173-40.0% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.8pp | 67.2%-4.0pp |
| Annual return | 10.37% | 30.89%-20.5pp | 68.30%-57.9pp | 160.72%-150.4pp |
| Employer contribution / active EE | $1,241 | $3,538-64.9% | $4,859-74.5% | $2,671-53.6% |
| Participant deferral / active EE | $1,764 | $6,405-72.5% | $7,760-77.3% | $4,126-57.3% |
| Admin fee / account holder | $13,281 | $6,978+90.3% | $10,767+23.4% | $5,651+135.0% |