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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 | $49,415 | $125,190-60.5% | $105,624-53.2% | $145,897-66.1% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 7.75% | 225.22%-217.5pp | 116.20%-108.5pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,184 | $3,720-68.2% | $3,168-62.6% | $4,663-74.6% |
| Participant deferral / active EE | $547 | $5,716-90.4% | $5,013-89.1% | $6,689-91.8% |
| Admin fee / account holder | $600 | $17,138-96.5% | $10,961-94.5% | $13,390-95.5% |