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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 | $42,918 | $78,670-45.4% | $109,173-60.7% | $85,847-50.0% |
| Participation rate | 64.9% | 68.3%-3.4pp | 75.9%-11.0pp | 69.3%-4.4pp |
| Annual return | 11.03% | 25.09%-14.1pp | 25.75%-14.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $5,147 | $2,734+88.3% | $3,723+38.3% | $2,565+100.7% |
| Participant deferral / active EE | $1,235 | $3,467-64.4% | $4,654-73.5% | $3,952-68.8% |
| Admin fee / account holder | $9,036 | $5,469+65.2% | $6,755+33.8% | $6,261+44.3% |