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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 | $55,541 | $198,457-72.0% | $170,435-67.4% | $147,586-62.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 4.20% | 257.30%-253.1pp | 205.94%-201.7pp | 578.59%-574.4pp |
| Employer contribution / active EE | $3,147 | $6,183-49.1% | $5,432-42.1% | $4,876-35.5% |
| Participant deferral / active EE | $400 | $5,629-92.9% | $4,939-91.9% | $5,439-92.6% |
| Admin fee / account holder | $29,069 | $16,852+72.5% | $13,881+109.4% | $10,886+167.0% |