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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 | $42,914 | $210,510-79.6% | $153,500-72.0% | $145,877-70.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 5.25% | 13.45%-8.2pp | 15.70%-10.5pp | 551.28%-546.0pp |
| Employer contribution / active EE | $1,876 | $6,052-69.0% | $5,039-62.8% | $4,663-59.8% |
| Participant deferral / active EE | $1,976 | $7,974-75.2% | $6,756-70.8% | $6,691-70.5% |
| Admin fee / account holder | $965 | $19,455-95.0% | $12,736-92.4% | $13,402-92.8% |